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ESUMESUM
4 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in STRATEGY SHS

LPL Financial LLC holds 146,822 shares of ESUM (STRATEGY SHS), worth $4.5M as of 2026-Q2. The position was increased (+4.2% shares). ESUM represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$4.5M

Current Shares

146,822

Total Value Change

+$3.1M

Total Shares Change

+97,033

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
146,822
+4.2%
$4.5M0.0%$30.64
28
2026-Q1
Increased
140,850
+18.5%
$3.7M0.0%$27.31
31
2025-Q4
Increased
118,836
+138.7%
$3.2M0.0%$27.18
43
2025-Q3
New
49,789
-
$1.4M0.0%$27.01
35

Other major holders of ESUM: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, JONES FINANCIAL COMPANIES LLLP, Kestra Advisory Services, LLC

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