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Strategy shares owned by Strategic Equity Management

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

Historical chart of Strategic Equity Management investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by Strategic Equity Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 488k 27.18
2025-06-30 $12M 474k 25.99
2025-03-31 $1.5M 64k 23.61

More positions owned by Strategic Equity Management

Northern Lights Fd Tr Toews Agilty Shs (MRSK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Strategy Eventide Us Mrkt (ESUM)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Rus Top 200 Etf (IWL)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Timothy Plan Intl Etf (TPIF)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Strategic Equity Management

Top funds holding Strategy

Change Path
O'Connor Financial Group
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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