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MicroStrategy Incorporated shares owned by Up Strategic Wealth Investment Advisors

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

Historical chart of Up Strategic Wealth Investment Advisors investment in MicroStrategy Incorporated

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in MicroStrategy Incorporated by Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $251k 1.4k 179.84

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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
State Street Corporation
UBS Group
Geode Capital Management
LMR Partners

View all funds holding MicroStrategy Incorporated