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Strategy shares owned by Urban Wealth Management

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

Historical chart of Urban Wealth Management investment in Strategy

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

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Quarterly reported holdings in Strategy by Urban Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 99k 34.95

More positions owned by Urban Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Microsoft Corporation (MSFT)
Strategy Gold Enhanced Et (GOLY)
CVS Caremark Corporation (CVS)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Infrastruc (IFRA)
Etfis Ser Tr I Virtus Infrcap (PFFA)
Flexshares Tr Iboxx 5yr Trgt (TDTF)

View all positions for Urban Wealth Management

Top funds holding Strategy

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

View all funds holding Strategy