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Strategy shares owned by Moneywise

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

Historical chart of Moneywise investment in Strategy

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

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Quarterly reported holdings in Strategy by Moneywise

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 65k 25.90

More positions owned by Moneywise

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Northern Lights Fd Tr Toews Agilty Shs (MRSK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Strategy Eventide Us Mrkt (ESUM)
Ishares Tr Rus 2000 Grw Etf (IWO)
Select Sector Spdr Tr State Street Tec (XLK)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Blackrock Etf Trust Ii Short Duration H (SHYM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Moneywise

Top funds holding Strategy

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

View all funds holding Strategy