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Strategy shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Strategy (ESSC) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $292k 11k 25.90

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
iShares Gold Trust ETF Etf (IAU)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Apple Stock (AAPL)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Nvidia Corporation Stock (NVDA)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Apollo Global Mgmt Stock (APO)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)

View all positions for EverSource Wealth Advisors

Top funds holding Strategy

Strategic Equity Management
Wealth Enhancement Advisory Services
First Heartland Consultants
EverSource Wealth Advisors
Whitaker-Myers Wealth Managers
Values First Advisors

View all funds holding Strategy