Who owns STRATEGY SHS?
- Ticker: ESUM
- CUSIP Number: 86280r787
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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 |
|---|---|---|---|---|---|
| Change Path | 1.4M | $37M | 3727% | Mar 2026 |
|
| Strategic Equity Management | 524k | $14M | -1% | Mar 2026 |
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| O'Connor Financial Group | 496k | $13M | 0% | Mar 2026 |
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| Moneywise | 278k | $7.3M | 3% | Mar 2026 |
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| Legacy Wealth Asset Management | 250k | $6.6M | 7% | Mar 2026 |
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| PAX Financial Group | 161k | $4.2M | 3% | Mar 2026 |
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| LPL Financial | 141k | $3.7M | 19% | Mar 2026 |
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| Geneos Wealth Management | 118k | $3.1M | -4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 113k | $3.0M | 15% | Mar 2026 |
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| Kestra Advisory Services | 108k | $2.8M | 7% | Mar 2026 |
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| Creative Financial Designs | 89k | $2.3M | 29% | Mar 2026 |
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| EverSource Wealth Advisors | 85k | $2.2M | 77% | Mar 2026 |
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| OneAscent Financial Services | 71k | $1.9M | 11% | Mar 2026 |
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| SageOak Financial | 61k | $1.6M | 1% | Mar 2026 |
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| First Heartland Consultants | 56k | $1.5M | 4% | Mar 2026 |
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| IFP Advisors | 47k | $1.2M | 3% | Mar 2026 |
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| Merit Financial Group | 47k | $1.2M | 7% | Mar 2026 |
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| Strategic Blueprint | 46k | $1.2M | 3% | Mar 2026 |
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| 49 Wealth Management | 33k | $870k | -61% | Mar 2026 |
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| Jones Financial Companies, L.L | 33k | $887k | 390% | Dec 2025 |
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| Values First Advisors | 30k | $795k | -12% | Mar 2026 |
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| Gts Securities | 24k | $648k | 1% | Dec 2025 |
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| Harvest Investment Services | 18k | $490k | 100% | Dec 2025 |
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| Betterment | 17k | $451k | 2% | Dec 2025 |
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| Meriwether Wealth & Planning | 15k | $386k | 25% | Mar 2026 |
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| TrueWealth Advisors | 15k | $385k | -15% | Mar 2026 |
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| Atria Investments | 13k | $329k | 3% | Mar 2026 |
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| Foundations Investment Advisors | 12k | $304k | 44% | Mar 2026 |
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| BAM Wealth Management | 11k | $274k | 100% | Mar 2026 |
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| Security Financial Services | 9.0k | $236k | 8% | Mar 2026 |
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| Sanctuary Advisors | 8.0k | $209k | -45% | Mar 2026 |
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| Royal Bank of Canada | 3.4k | $90k | 100% | Mar 2026 |
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| LGT Financial Advisors | 3.2k | $85k | 10% | Mar 2026 |
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| Advisor Group Holdings | 2.8k | $76k | 61% | Dec 2025 |
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| Vanguard Advisers | 270.00 | $7.1k | 100% | Mar 2026 |
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| AdvisorNet Financial | 224.00 | $5.9k | 0% | Mar 2026 |
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| Silver Oak Securities | 85.00 | $2.2k | 100% | Mar 2026 |
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| GeoWealth Management | 6.00 | $157.000200 | 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 | 1.5M | $40M |
| Susquehanna International | Sep 2025 | 13k | $363k |
| Goldman Sachs Group | Dec 2025 | 13k | $344k |
| Commonwealth Equity Services | Dec 2025 | 11k | $302k |
| Centaurus Financial | Dec 2025 | 8.7k | $235k |
| Jpmorgan Chase & Co | Sep 2025 | 4.5k | $121k |