MSTR β€” MICROSTRATEGY INC CL A NEW

Ownership history in Global Wealth Strategies & Associates  Β·  6 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported MICROSTRATEGY INC CL A NEW (MSTR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows MSTR at 0.00% 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 Global Wealth Strategies & Associates's position in MICROSTRATEGY INC CL A NEW, 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
2026 Q1

MSTR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q1

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 2026 Q1

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.

How Global Wealth Strategies & Associates held MSTR β€” position size vs. price
% of Fund (quarterly)    MSTR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 50 β€” 0% 0.00% $6K 2026-05-15 (Est.) $119.83
2025 Q4 REDUCED 50 -139 -73.5% 0.00% $8K 2026-01-02 $157.16
2025 Q3 REDUCED 189 -4 -2.1% 0.02% $61K 2025-10-02 $352.33
2025 Q2 REDUCED 193 -215 -52.7% 0.02% $78K 2025-07-07 $395.67
2025 Q1 ADDED 408 +338 +482.9% 0.04% $118K 2025-04-02 $312.54
2024 Q4 INITIATED 70 β€” β€” 0.01% $20K 2025-01-02 $300.01

🏒 Other funds also holding MSTR

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.1% Ares Financial Consulting, LLC 0.08% BURKETT FINANCIAL SERVICES, LLC 0.02% NorthAvenue LLC 0.0%

FAQ About Global Wealth Strategies & Associates and MSTR

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

How long has Global Wealth Strategies & Associates reported owning MSTR?

Global Wealth Strategies & Associates reported MSTR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MSTR position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for MSTR was 0.04% in 2025 Q1.

What is the latest reported MSTR position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 50 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this MSTR ownership page compare?

The chart compares Global Wealth Strategies & Associates'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.

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