STRATEGY INC · CUSIP 594972408 · CIK 1998574
As of 2026-06-30, SHARIAPORTFOLIO, INC. reported 149.24K MSTR (shares), valued at $12.97M, or 4.59% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 16.81%; reported value decreased 18.63%, and weight changed -2.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.59% | 149,236 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 7.06% | 127,758 | SEC filing ↗Filed Jun 12, 2026 |
| Q4 2025 | 9.62% | 150,325 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 13.13% | 106,492 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 15.60% | 90,138 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 13.12% | 87,597 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 13.08% | 95,315 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 10.48% | 116,873 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 7.11% | 9,570 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 7.48% | 7,613 | SEC filing ↗Filed May 1, 2024 |
| Q4 2023 | 0.51% | 1,183 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 0.25% | 975 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.25% | 975 | $320.00K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 0.51% | 1,183 | $747.00K | Shares increased 21.33%; reported value increased 133.44%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 7.48% | 7,613 | $12.98M | Shares increased 543.53%; reported value increased 1637.19%, and weight changed +6.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2024 |
| Q2 2024 | 7.11% | 9,570 | $13.18M | Shares increased 25.71%; reported value increased 1.58%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 10.48% | 116,873 | $19.70M | Shares increased 1121.24%; reported value increased 49.48%, and weight changed +3.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 13.08% | 95,315 | $27.61M | Shares decreased 18.45%; reported value increased 40.09%, and weight changed +2.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 13.12% | 87,597 | $25.25M | Shares decreased 8.10%; reported value decreased 8.53%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 15.60% | 90,138 | $36.44M | Shares increased 2.90%; reported value increased 44.29%, and weight changed +2.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 13.13% | 106,492 | $34.31M | Shares increased 18.14%; reported value decreased 5.83%, and weight changed -2.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 9.62% | 150,325 | $22.84M | Shares increased 41.16%; reported value decreased 33.43%, and weight changed -3.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 7.06% | 127,758 | $15.94M | Shares decreased 15.01%; reported value decreased 30.20%, and weight changed -2.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 12, 2026 |
| Q2 2026 | 4.59% | 149,236 | $12.97M | Shares increased 16.81%; reported value decreased 18.63%, and weight changed -2.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.