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Strategy shares owned by Equitable Holdings

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

Historical chart of Equitable Holdings investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by Equitable Holdings

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 6.8k 30.64

More positions owned by Equitable Holdings

Spdr Series Trust ST STR P500GRW (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500val (SPYV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr St Str Techn Etf (XLK)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Equitable Holdings

Top funds holding Strategy

Wealth Enhancement Advisory Services
Strategic Equity Management
O'Connor Financial Group
Moneywise
Legacy Wealth Asset Management
PAX Financial Group
Geneos Wealth Management
LPL Financial
Jones Financial Companies, L.L
Cambridge Investment Research Advisors
Kestra Advisory Services
Creative Financial Designs
OneAscent Financial Services
EverSource Wealth Advisors
SageOak Financial

View all funds holding Strategy