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Strategy shares owned by Change Path

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

Historical chart of Change Path investment in Strategy

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

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Quarterly reported holdings in Strategy by Change Path

Quarter filed Position value Share count Share price at filing
2025-09-30 $38M 1.4M 27.18
2025-06-30 $36M 1.4M 25.99
2025-03-31 $31M 1.3M 23.61
2024-12-31 $8.1M 335k 24.26

More positions owned by Change Path

Neos Etf Trust Fis Bright Port (BRIF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Advisorshares Tr Star Glob Buyw (VEGA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Change Path

Top funds holding Strategy

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
Wealth Enhancement Advisory Services
SageOak Financial
LPL Financial
EverSource Wealth Advisors
IFP Advisors
Creative Financial Designs

View all funds holding Strategy