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ESUMESUM
5 quarters

Position history for Sanctuary Advisors, LLCSanctuary Advisors, LLC's holdings in STRATEGY SHS

Sanctuary Advisors, LLC holds 8,668 shares of ESUM (STRATEGY SHS), worth $265,544 as of 2026-Q2. The position was increased (+8.5% shares). ESUM represents 0.0% of Sanctuary Advisors, LLC's portfolio.

Current Value

$265,544

Current Shares

8,668

Total Value Change

-$1.2M

Total Shares Change

-49,363

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8,668
+8.5%
$265,5440.0%$30.64
25
2026-Q1
Decreased
7,987
-45.5%
$209,1000.0%$27.31
0
2025-Q4
Decreased
14,648
-26.5%
$394,4710.0%$27.18
0
2025-Q3
Decreased
19,931
-65.7%
$541,7250.0%$27.01
0
2025-Q2
New
58,031
-
$1.5M0.0%$25.72
35

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

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