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Strategy shares owned by Gradient Investments

Quarter-by-quarter ownership of Strategy (ESSC) shares owned by Gradient Investments from 13F filings

Historical chart of Gradient Investments investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by Gradient Investments

Quarter filed Position value Share count Share price at filing
2026-09-30 $307k 11k 28.64

More positions owned by Gradient Investments

Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Aim Etf Products Trust Allianzim Us Equ (SEPU)
Doubleline Etf Trust Mortgage Etf (DMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
World Gold Tr Spdr Gld Minis (GLDM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gradient Investments

Top funds holding Strategy

Strategic Equity Management
Moneywise
Wealth Enhancement Advisory Services
PAX Financial Group
Commonwealth Equity Services
EverSource Wealth Advisors
First Heartland Consultants
Whitaker-Myers Wealth Managers
Gradient Investments
Change Path
Values First Advisors
Advisor Group Holdings
UBS Group
Jpmorgan Chase & Co
Creative Financial Designs

View all funds holding Strategy