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Strategy shares owned by Assetmark

Quarter-by-quarter ownership of Strategy (ELCV) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Strategy

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All positions including Strategy held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.3k 311 26.74

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View all positions for Assetmark

Top funds holding Strategy

OneAscent Financial Services
Ambassador Advisors
Creative Financial Designs
Bare Financial Services
Atria Investments
OneAscent Wealth Management
Change Path
O'Connor Financial Group
LPL Financial
Wealth Enhancement Advisory Services
LVZ Advisors
PAX Financial Group
ValMark Advisers
Strategic Equity Management
Cambridge Investment Research Advisors

View all funds holding Strategy