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Strategy shares owned by O'Connor Financial Group

Quarter-by-quarter ownership of Strategy (ELCV) shares owned by O'Connor Financial Group from 13F filings

Historical chart of O'Connor Financial Group investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by O'Connor Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 207k 26.74
2025-06-30 $5.4M 210k 25.63

More positions owned by O'Connor Financial Group

Vanguard S&p 500 Etf Etf (VOO)
Pimco Enhanced Low Duration Active Etf Etf (LDUR)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Eventide Us Market Etf Etf (ESUM)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Timothy Plan International Etf Etf (TPIF)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Mid-cap Etf Etf (VO)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional Emerging Markets Etf Etf (DFEM)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)

View all positions for O'Connor Financial Group

Top funds holding Strategy

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