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Strategy shares owned by Carlson Financial

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

Historical chart of Carlson Financial investment in Strategy

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

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Quarterly reported holdings in Strategy by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $491k 15k 32.87
2026-03-31 $366k 13k 29.00
2025-12-31 $314k 12k 26.54

More positions owned by Carlson Financial

NVIDIA Corporation (NVDA)
Axon Enterprise (AXON)
Tesla Motors (TSLA)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Global X Fds Us Infr Dev Etf (PAVE)
Shopify Cl A Sub Vtg Shs (SHOP)
Caterpillar (CAT)
Apple (AAPL)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Amazon (AMZN)
Timothy Plan Hig Dv Stk Etf (TPHD)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)

View all positions for Carlson Financial

Top funds holding Strategy

Creative Financial Designs
OneAscent Financial Services
Ambassador Advisors
Bare Financial Services
LPL Financial
OneAscent Wealth Management
Wealth Enhancement Advisory Services
O'Connor Financial Group
LVZ Advisors
PAX Financial Group
Jones Financial Companies, L.L
Cambridge Investment Research Advisors
Stifel Financial
ValMark Advisers
Strategic Equity Management

View all funds holding Strategy