Who owns STRATEGY SHS?

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Analyze quarterly positions in Strategy with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Strategy stock

Who bought or sold STRATEGY SHS this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Strategic Equity Management 414k $11M 173% Mar 2026
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Moneywise 194k $5.1M 199% Mar 2026
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PAX Financial Group 48k $1.3M 1% Mar 2026
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Commonwealth Equity Services 38k $1.0M 100% Mar 2026
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Change Path 36k $933k 100% Mar 2026
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EverSource Wealth Advisors 20k $520k 77% Mar 2026
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First Heartland Consultants 14k $356k 4% Mar 2026
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49 Wealth Management 13k $345k 100% Mar 2026
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Whitaker-Myers Wealth Managers 12k $321k 21% Mar 2026
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Values First Advisors 4.2k $109k 0% Mar 2026
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Who sold out of Strategy?

Fund or Company Name Date Sold Shares Held Valued At
Wealth Enhancement Advisory Services Dec 2025 77k $2.0M