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Strategy shares owned by National Wealth Management Group

Quarter-by-quarter ownership of Strategy (GOLY) shares owned by National Wealth Management Group from 13F filings

Historical chart of National Wealth Management Group investment in Strategy

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All positions including Strategy held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $429k 12k 34.95

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Price Blue Chip (TCHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPLG)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group New Geography SHS (CGNG)
Spdr Gold Tr Gold Shs (GLD)
Palantir Technologies Cl A (PLTR)

View all positions for National Wealth Management Group

Top funds holding Strategy

Private Advisor
ODonnell Financial Services
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Envestnet Asset Management
Kestra Private Wealth Services
Atlas Wealth Partners
Jane Street
Advisor Group Holdings
Gts Securities
National Wealth Management Group
Cetera Investment Advisers

View all funds holding Strategy