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ESUMESUM
5 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in STRATEGY SHS

Kestra Advisory Services, LLC holds 110,958 shares of ESUM (STRATEGY SHS), worth $3.4M as of 2026-Q2. The position was increased (+2.6% shares). ESUM represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$3.4M

Current Shares

110,958

Total Value Change

+$1.6M

Total Shares Change

+42,099

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
110,958
+2.6%
$3.4M0.0%$30.64
27
2026-Q1
Increased
108,155
+6.6%
$2.8M0.0%$27.31
28
2025-Q4
Increased
101,426
+14.3%
$2.7M0.0%$27.18
30
2025-Q3
Increased
88,765
+28.9%
$2.4M0.0%$27.01
33
2025-Q2
New
68,859
-
$1.8M0.0%$25.72
36

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

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