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Microstrategy, Inc. 8.00 shares owned by UMA Financial Services

Quarter-by-quarter ownership of Microstrategy, Inc. 8.00 (STRK) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Microstrategy, Inc. 8.00

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All positions including Microstrategy, Inc. 8.00 held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microstrategy, Inc. 8.00 by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 157 91.70

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
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Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
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Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Microstrategy, Inc. 8.00

Capital Research and Management Company - Division 3
BlackRock
Capital World Investors
Ing Investment Management
FMR
Van Eck Associates Corp.
LPL Financial
Mirae Asset Global Etfs Holdings
Hudson Bay Capital Management
State Street Corporation
Calamos Advisors
Alpine Partners VI
Advent Capital Management
Aspiring Ventures
Invesco

View all funds holding Microstrategy, Inc. 8.00