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Strategy shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of Strategy (GOLY) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $770k 22k 34.95
2025-09-30 $693k 21k 33.02

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View all positions for Kestra Private Wealth Services

Top funds holding Strategy

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

View all funds holding Strategy