Montz Harcus Wealth Management »

MicroStrategy Incorporated shares owned by Montz Harcus Wealth Management

Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Montz Harcus Wealth Management from 13F filings

Historical chart of Montz Harcus Wealth Management investment in MicroStrategy Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MicroStrategy Incorporated held by Montz Harcus Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MicroStrategy Incorporated by Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 703 322.21
2025-06-30 $284k 703 404.23
2025-03-31 $203k 703 288.27
2024-12-31 $204k 703 289.62

More positions owned by Montz Harcus Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Home Ban (HBCP)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)

View all positions for Montz Harcus Wealth Management

Top funds holding MicroStrategy Incorporated

Citadel Advisors
Susquehanna International
Jane Street
Vanguard Group
Toroso Investments
CTC
Capital Research and Management Company - Division 3
BlackRock
Morgan Stanley
Wolverine Trading
Clear Street
Belvedere Trading
State Street Corporation
Goldman Sachs Group
Cantor Fitzgerald, L. P.

View all funds holding MicroStrategy Incorporated