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Strategy shares owned by Values First Advisors

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

Historical chart of Values First Advisors investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by Values First Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $508k 19k 27.18
2025-06-30 $338k 13k 25.99
2025-03-31 $231k 9.8k 23.60

More positions owned by Values First Advisors

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares U S Etf Tr Short Duration B (NEAR)
Ensign (ENSG)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Emergent BioSolutions (EBS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Monolithic Power Systems (MPWR)
Cognex Corporation (CGNX)
Amphenol Corp Cl A (APH)
Lowe's Companies (LOW)

View all positions for Values First 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