Back to STRD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → STRD
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC STRD Position History
Strategy Inc
Quarters held
27
Latest value
$6.7M
Q3 2026
Peak value
$41.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $20.3M |
| Q3 2025 | $567K |
| Q3 2025 | $1.8M |
| Q3 2025 | $4.6M |
| Q3 2025 | $9.2M |
| Q4 2025 | $6.4M |
| Q4 2025 | $400K |
| Q4 2025 | $40.2M |
| Q4 2025 | $2M |
| Q4 2025 | $10.8M |
| Q4 2025 | $9.8M |
| Q1 2026 | $1.9M |
| Q1 2026 | $221K |
| Q1 2026 | $25.3M |
| Q1 2026 | $5.6M |
| Q1 2026 | $3M |
| Q1 2026 | $6.4M |
| Q2 2026 | $2M |
| Q2 2026 | $7M |
| Q2 2026 | $35.2M |
| Q2 2026 | $8.4M |
| Q2 2026 | $4.4M |
| Q3 2026 | $5.6M |
| Q3 2026 | $4.7M |
| Q3 2026 | $8.8M |
| Q3 2026 | $41.1M |
| Q3 2026 | $6.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.7M | 118.7K | — | — |
| Q3 2026 | $41.1M | 1.33M | — | — |
| Q3 2026 | $8.8M | 286.7K | — | — |
| Q3 2026 | $4.7M | 164.9K | — | — |
| Q3 2026 | $5.6M | 36.9K | — | — |
| Q2 2026 | $4.4M | 140.2K | — | — |
| Q2 2026 | $8.4M | 259.4K | — | — |
| Q2 2026 | $35.2M | 1.15M | — | — |
| Q2 2026 | $7M | 125.5K | — | — |
| Q2 2026 | $2M | 20.6K | — | — |
| Q1 2026 | $6.4M | 134.8K | — | — |
| Q1 2026 | $3M | 112.0K | — | — |
| Q1 2026 | $5.6M | 191.3K | — | — |
| Q1 2026 | $25.3M | 955.5K | — | — |
| Q1 2026 | $221K | 3.1K | — | — |
| Q1 2026 | $1.9M | 16.0K | — | — |
| Q4 2025 | $9.8M | 198.6K | — | — |
| Q4 2025 | $10.8M | 394.5K | — | — |
| Q4 2025 | $2M | 76.5K | — | — |
| Q4 2025 | $40.2M | 1.45M | — | — |
| Q4 2025 | $400K | 4.8K | — | — |
| Q4 2025 | $6.4M | 40.5K | — | — |
| Q3 2025 | $9.2M | 189.6K | — | — |
| Q3 2025 | $4.6M | 173.1K | — | — |
| Q3 2025 | $1.8M | 66.1K | — | — |
| Q3 2025 | $567K | 5.9K | — | — |
| Q3 2025 | $20.3M | 61.9K | — | — |
Other funds holding STRD
$1.1B
$876.2M
$874.3M
$742.6M
$718.6M
$654.4M
$654.4M