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Strategy shares owned by ODonnell Financial Services

Quarter-by-quarter ownership of Strategy (GOLY) shares owned by ODonnell Financial Services from 13F filings

Historical chart of ODonnell Financial Services investment in Strategy

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All positions including Strategy held by ODonnell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by ODonnell Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7M 262k 33.02
2025-06-30 $7.4M 253k 29.34
2025-03-31 $6.7M 240k 27.79

More positions owned by ODonnell Financial Services

Spdr Series Trust Portfolio S&p500 (SPLG)
Etf Ser Solutions Distillate Us (DSTL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard World Mega Grwth Ind (MGK)
First Tr Exchange-traded Growth Strength (FTGS)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Common Shs (FDD)
Strategy Gold Enhanced Et (GOLY)
Apple (AAPL)
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Spdr Series Trust Portfolio S&p400 (SPMD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)

View all positions for ODonnell Financial Services

Top funds holding Strategy

Private Advisor
ODonnell Financial Services
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Steward Partners Investment Advisory
Worth Asset Management
Envestnet Asset Management
Atlas Wealth Partners
Kestra Private Wealth Services
Jane Street
Advisor Group Holdings
Gts Securities
Cetera Investment Advisers
Moors & Cabot

View all funds holding Strategy