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ESUMESUM
6 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in STRATEGY SHS

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.2M shares of ESUM (STRATEGY SHS), worth $35.2M as of 2026-Q2. The position was increased (+20.8% shares). ESUM represents 0.1% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$35.2M

Current Shares

1.2M

Total Value Change

+$34.9M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+20.8%
$35.2M0.1%$30.64
35
2026-Q1
Decreased
955,518
-34.3%
$25.3M0.1%$27.31
0
2025-Q4
Increased
1.5M
+2097.6%
$40.2M0.1%$27.18
47
2025-Q3
Increased
66,133
+373.1%
$1.8M0.0%$27.01
42
2025-Q2
Increased
13,979
+0.9%
$369,2600.0%$25.72
24
2025-Q1
New
13,849
-
$326,9600.0%$23.27
33

Other major holders of ESUM: LPL Financial LLC, JONES FINANCIAL COMPANIES LLLP, Kestra Advisory Services, LLC

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