Powell Investment Advisors, LLC MSTR — MICROSTRATEGY INC

Ownership history in Powell Investment Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Powell Investment Advisors, LLC reported MICROSTRATEGY INC (MSTR) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.19% in 2025 Q2. The latest visible filing shows MSTR at 0.11% 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 Powell Investment Advisors, 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
2026 Q3

MSTR was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q3

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 Powell Investment Advisors, LLC fund profile Powell Investment Advisors, LLC full holdings
How Powell Investment Advisors, LLC held MSTR — position size vs. price
% of Fund (quarterly)    MSTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 2,195 +481 +28.1% 0.11% $336K 2026-10-22 $145.80
2026 Q1 ADDED — — — 1,714 +517 +43.2% 0.07% $214K 2026-04-23 $172.47
2025 Q3 REDUCED — — — 1,197 -62 -4.9% 0.13% $386K 2025-11-13 $208.54
2025 Q2 ADDED — — — 1,259 +59 +4.9% 0.19% $509K 2025-07-22 $426.40
2025 Q1 INITIATED — — — 1,200 — — 0.17% $346K 2025-05-09 $416.03

🏢 Other funds also holding MSTR

As of 2026 Q3 — sorted by position size

Pilgrim Partners Asia Pte Ltd 32.04% Pilgrim Partners Asia Pte Ltd 10.31% SHARIAPORTFOLIO, INC. 3Y 8.14% REX Advisers, LLC 4.47% Strong Tower Advisory Services 3Y 3.96% Capital Wealth Alliance, LLC 3Y 3.79% VISTA INVESTMENT PARTNERS II, LLC 3.73% Caitong International Asset Management Co., Ltd 2.84% Kessler Investment Group, LLC 3Y 7Y 2.76% Sullivan Wood Capital Management LLC 2.22%

FAQ About Powell Investment Advisors, 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 Powell Investment Advisors, LLC reported owning MSTR?

Powell Investment Advisors, LLC reported MSTR across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported MSTR position in Powell Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for MSTR was 0.19% in 2025 Q2.

What is the latest reported MSTR position on this page?

The most recent filing on this page is 2026 Q3, when Powell Investment Advisors, LLC reported 2,195 shares, equal to 0.11% of portfolio, with an estimated market value of $336K.

What does the chart on this MSTR ownership page compare?

The chart compares Powell Investment Advisors, 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 Powell Investment Advisors, LLC time their MSTR position?

Based on 13F filing dates vs. subsequent MSTR price moves, Powell Investment Advisors, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on MSTR relative to SPY over the holding period was -89.9%.

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