Portus Wealth Advisors »

MicroStrategy Incorporated shares owned by Portus Wealth Advisors

Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Portus Wealth Advisors from 13F filings

Historical chart of Portus Wealth Advisors investment in MicroStrategy Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MicroStrategy Incorporated held by Portus Wealth Advisors 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 Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $13k 100 124.80

More positions owned by Portus Wealth Advisors

Ishares Tr Msci Acwi Etf (ACWI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Index Shs Fds State Street Spd (CWI)
Vanguard Index Fds Value Etf (VTV)
Tidal Trust I Fundstrat Granny (GRNY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Caterpillar (CAT)
Lam Research Corp Com New (LRCX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)

View all positions for Portus Wealth Advisors

Top funds holding MicroStrategy Incorporated

Capital Research and Management Company - Division 3
Jane Street
Vanguard Group
Susquehanna International
Citadel Advisors
Toroso Investments
BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
Morgan Stanley
Capital Research Global Investors
UBS Group
State Street Corporation
Geode Capital Management
LMR Partners

View all funds holding MicroStrategy Incorporated