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MicroStrategy Incorporated shares owned by SOA Wealth Advisors

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

Historical chart of SOA Wealth Advisors investment in MicroStrategy Incorporated

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All positions including MicroStrategy Incorporated held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MicroStrategy Incorporated by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $138k 1.1k 124.80
2025-12-31 $16k 107 151.95
2025-09-30 $38k 117 322.21
2025-06-30 $33k 81 404.23
2025-03-31 $37k 128 288.27
2024-12-31 $37k 128 289.62

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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