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Strategy shares owned by Moneywise

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

Historical chart of Moneywise investment in Strategy

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

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Quarterly reported holdings in Strategy by Moneywise

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.3M 269k 26.93
2025-09-30 $6.8M 249k 27.18
2025-06-30 $5.8M 222k 25.99
2025-03-31 $1.4M 59k 23.61

More positions owned by Moneywise

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Northern Lights Fd Tr Toews Agilty Shs (MRSK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Strategy Eventide Us Mrkt (ESUM)
Ishares Tr Rus 2000 Grw Etf (IWO)
Select Sector Spdr Tr State Street Tec (XLK)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Blackrock Etf Trust Ii Short Duration H (SHYM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Moneywise

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
Kestra Advisory Services
Cambridge Investment Research Advisors
49 Wealth Management
Creative Financial Designs
OneAscent Financial Services
SageOak Financial
First Heartland Consultants

View all funds holding Strategy