Kestra Advisory Services »

Strategy shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Strategy (ESUM) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Strategy by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 89k 27.18
2025-06-30 $1.8M 69k 25.99

More positions owned by Kestra Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)

View all positions for Kestra Advisory Services

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