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Strategy shares owned by Moneywise

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

Historical chart of Moneywise investment in Strategy

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

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Quarterly reported holdings in Strategy by Moneywise

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 50k 26.74
2025-06-30 $770k 30k 25.40
2025-03-31 $719k 29k 24.89

More positions owned by Moneywise

Northern Lights Fd Tr Toews Agilty Shs (MRSK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Eafe (IEFA)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Strategy Eventide Us Mrkt (ESUM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Moneywise

Top funds holding Strategy

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

View all funds holding Strategy