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Strategy shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Strategy (GOLY) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $323k 11k 29.45

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation Call Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Concurrent Investment Advisors

Top funds holding Strategy

LPL Financial
ODonnell Financial Services
Cambridge Investment Research Advisors
Steward Partners Investment Advisory
Resources Investment Advisors
Urban Wealth Management
Private Advisor
Gts Securities
Advisor Group Holdings
Kestra Private Wealth Services
Worth Asset Management
Moors & Cabot
Goss Wealth Management
Envestnet Asset Management
Atlas Wealth Partners

View all funds holding Strategy