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 395k $13M -5% Jun 2026
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Moneywise 191k $6.1M -1% Jun 2026
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Wealth Enhancement Advisory Services 140k $4.4M 100% Jun 2026
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PAX Financial Group 48k $1.5M 0% Jun 2026
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Commonwealth Equity Services 39k $1.2M 1% Jun 2026
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EverSource Wealth Advisors 14k $455k -28% Jun 2026
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First Heartland Consultants 14k $443k 2% Jun 2026
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Whitaker-Myers Wealth Managers 13k $416k 7% Jun 2026
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Change Path 7.0k $224k -80% Jun 2026
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Values First Advisors 6.1k $195k 47% Jun 2026
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Advisor Group Holdings 2.0k $63k 1934% Jun 2026
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UBS Group 1.3k $42k 100% Jun 2026
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Jpmorgan Chase & Co 379.00 $12k 100% Jun 2026
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Creative Financial Designs 300.00 $9.5k 100% Jun 2026
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Who sold out of Strategy?

Fund or Company Name Date Sold Shares Held Valued At
49 Wealth Management Mar 2026 13k $345k