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Strategy shares owned by Resources Investment Advisors

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

Historical chart of Resources Investment Advisors investment in Strategy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Strategy by Resources Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 47k 33.02
2025-06-30 $1.1M 39k 29.34
2025-03-31 $1.0M 37k 27.79
2024-12-31 $666k 28k 24.00

More positions owned by Resources Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Em Ex St-owned (XSOE)

View all positions for Resources Investment Advisors

Top funds holding Strategy

Private Advisor
ODonnell Financial Services
LPL Financial
Cambridge Investment Research Advisors
Resources Investment Advisors
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