DRIVE WEALTH MANAGEMENT, LLC MSTR β€” MICROSTRATEGY INC

Ownership history in DRIVE WEALTH MANAGEMENT, LLC  Β·  5 quarters on record

AI Ownership Summary

DRIVE WEALTH MANAGEMENT, LLC reported MICROSTRATEGY INC (MSTR) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.76% in 2025 Q4. The latest visible filing shows MSTR at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DRIVE WEALTH MANAGEMENT, LLC's position in MICROSTRATEGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MSTR was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSTR stock page DRIVE WEALTH MANAGEMENT, LLC fund profile DRIVE WEALTH MANAGEMENT, LLC full holdings
How DRIVE WEALTH MANAGEMENT, LLC held MSTR β€” position size vs. price
% of Fund (quarterly)    MSTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 25,508 +24,755 +3287.5% 0.76% $3.9M 2026-02-04 $129.09
2025 Q3 REDUCED 28.1% -51.8% βœ… 753 -294 -28.1% 0.05% $243K 2025-10-31 $269.51
2025 Q2 REDUCED 13.4% -19.2% βœ… 1,047 -162 -13.4% 0.09% $423K 2025-07-30 $395.04
2025 Q1 ADDED β€” β€” β€” 1,209 +126 +11.6% 0.08% $349K 2025-05-07 $392.48
2024 Q4 INITIATED β€” β€” β€” 1,083 β€” β€” 0.08% $314K 2025-01-22 $377.31

🏒 Other funds also holding MSTR

As of 2026 Q1 β€” sorted by position size

Turner Capital Investments, LLC 100.0% Strong Tower Advisory Services 3Y 3.16% VISTA INVESTMENT PARTNERS II, LLC 3.07% Kessler Investment Group, LLC 3Y 7Y 2.41% REX Advisers, LLC 1.49% CAP Partners, LLC 1.49% Rakuten Securities, Inc. 1.18% Blue Sky Capital Consultants Group, Inc. 1.16% Prepared Retirement Institute LLC 1.1% Alberta Investment Management Corp 3Y 7Y 1.03%

FAQ About DRIVE WEALTH MANAGEMENT, LLC and MSTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has DRIVE WEALTH MANAGEMENT, LLC reported owning MSTR?

DRIVE WEALTH MANAGEMENT, LLC reported MSTR across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported MSTR position in DRIVE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for MSTR was 0.76% in 2025 Q4.

What is the latest reported MSTR position on this page?

The most recent filing on this page is 2025 Q4, when DRIVE WEALTH MANAGEMENT, LLC reported 25,508 shares, equal to 0.76% of portfolio, with an estimated market value of $3.9M.

What does the chart on this MSTR ownership page compare?

The chart compares DRIVE WEALTH MANAGEMENT, LLC's quarterly MSTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DRIVE WEALTH MANAGEMENT, LLC time their MSTR position?

Based on 13F filing dates vs. subsequent MSTR price moves, DRIVE WEALTH MANAGEMENT, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on MSTR relative to SPY over the holding period was -68.9%.

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