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Strategy shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Strategy (ESUM) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 48k 27.18
2025-06-30 $1.1M 43k 25.99
2025-03-31 $987k 42k 23.61

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

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