Brighton Jones LLC’s Strategy Inc MSTR Stock Holding History

Brighton Jones LLC’s Portfolio MSTR Stock Details MSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$279K	Buy	+2,235	New	+$320K	0.01%	962
2025 Q4	–	Sell	-1,269	Closed	-$409K	–	621
2025 Q3	$409K	Buy	1,269 +59	+5%	+$21.9K	0.01%	698
2025 Q2	$489K	Sell	1,210 -301	-20%	-$110K	0.01%	542
2025 Q1	$436K	Sell	1,511 -172	-10%	-$54.6K	0.01%	427
2024 Q4	$487K	Buy	1,683 +24	+1%	+$7.22K	0.01%	401
2024 Q3	$280K	Sell	1,659 -181	-10%	-$25.9K	0.01%	444
2024 Q2	$254K	Buy	1,840 +250	+16%	+$36K	0.01%	512
2024 Q1	$271K	Buy	+1,590	New	+$145K	0.01%	493

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brighton Jones LLC's MSTR Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Strategy Inc (MSTR) in Q1 2026: 2,235 shares worth $279K. The stake represents 0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in MSTR as recently as Q3 2025.

Brighton Jones LLC first reported a position in MSTR in Q1 2024 and has held it in 8 quarters since. The position peaked at $489K in Q2 2025. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Brighton Jones LLC held 2,235 shares of Strategy Inc worth $279K as of Q1 2026.
Strategy Inc was a new Brighton Jones LLC position in Q1 2026.
Strategy Inc made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #962 holding.
Brighton Jones LLC first reported a position in Strategy Inc in Q1 2024 and has held it in 8 quarters since.
Brighton Jones LLC's Strategy Inc position peaked at $489K in Q2 2025.
940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.