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 Q2	$204K	Buy	2,351 +116	+5%	+$16.8K	﹤0.01%	1242
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 $484B AUM 34.9% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brighton Jones LLC's MSTR Position: Q2 2026 in Review

Brighton Jones LLC increased its Strategy Inc (MSTR) stake by 5.2% in Q2 2026, buying an estimated $16.8K and bringing the position to 2,351 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Brighton Jones LLC first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $489K in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Brighton Jones LLC held 2,351 shares of Strategy Inc worth $204K as of Q2 2026.
Brighton Jones LLC bought 116 Strategy Inc shares in Q2 2026, an estimated $16.8K.
Strategy Inc made up ﹤0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1242 holding.
Brighton Jones LLC first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
Brighton Jones LLC's Strategy Inc position peaked at $489K in Q2 2025.
853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.