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ESUMESUM
4 quarters

Position history for MFMerit Financial Group, LLC's holdings in STRATEGY SHS

Merit Financial Group, LLC holds 57,744 shares of ESUM (STRATEGY SHS), worth $1.8M as of 2026-Q2. The position was increased (+21.8% shares). ESUM represents 0.0% of Merit Financial Group, LLC's portfolio.

Current Value

$1.8M

Current Shares

57,744

Total Value Change

+$711,946

Total Shares Change

+18,853

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
57,744
+21.8%
$1.8M0.0%$30.64
31
2026-Q1
Increased
47,415
+7.5%
$1.2M0.0%$27.31
27
2025-Q4
Increased
44,112
+13.4%
$1.2M0.0%$27.18
29
2025-Q3
New
38,891
-
$1.1M0.0%$27.01
35

Other major holders of ESUM: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, LPL Financial LLC

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