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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

MSTR holding history

Strategy Inc in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSTR overviewAll 13F holders of MSTRFull Q2 2025 holdings

Shares (Q2 2025)
6,617
Value
$2.67M
% of portfolio
0.1%
Quarters held
11
Since Q3 2022
Holdings of MSTR by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20256,617$2.67M0.1%−7,357−52.6%ReducedHolders
Q1 202513,974$4.03M<0.1%−1,817−11.5%ReducedHolders
Q4 202415,791$4.57M0.1%+3,626+29.8%AddedHolders
Q3 202412,165$2.05M<0.1%+3,135+34.7%AddedConverted for a 10-for-1 splitHolders
Q2 2024903$1.24M<0.1%−25−2.7%ReducedHolders
Q1 2024928$1.58M<0.1%−49−5.0%ReducedHolders
Q4 2023977$617.1K<0.1%00.0%UnchangedHolders
Q3 2023977$320.7K<0.1%−1−0.1%ReducedHolders
Q2 2023978$334.9K<0.1%−68−6.5%ReducedHolders
Q1 20231,046$305.8K<0.1%+1,046NewHolders
Q4 20220$00.0%−1,046−100.0%Sold outHolders
Q3 20221,046$222.0K<0.1%+1,046NewHolders