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Strategy shares owned by Atria Investments

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

Historical chart of Atria Investments investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 8.4k 27.18
2025-06-30 $211k 8.1k 25.99

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Atria Investments

Top funds holding Strategy

Wealth Enhancement Advisory Services
Change Path
O'Connor Financial Group
Strategic Equity Management
Moneywise
Legacy Wealth Asset Management
PAX Financial Group
Geneos Wealth Management
Kestra Advisory Services
Cambridge Investment Research Advisors
SageOak Financial
First Heartland Consultants
LPL Financial
EverSource Wealth Advisors
IFP Advisors

View all funds holding Strategy