Brown Advisory
MSTR icon

Brown Advisory’s Strategy Inc MSTR Stock Holding History

Brown Advisory’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 		$266K Buy
2,129
+272
+15% +$38.9K ﹤0.01% 1253
2025
Q4 		$282K Buy
1,857
+93
+5% +$21.4K ﹤0.01% 1227
2025
Q3 		$568K Sell
1,764
-3,641
-67% -$1.35M ﹤0.01% 1003
2025
Q2 		$2.18M Buy
5,405
+1,609
+42% +$586K ﹤0.01% 641
2025
Q1 		$1.09M Sell
3,796
-2
-0.1% -$635 ﹤0.01% 755
2024
Q4 		$1.1M Buy
3,798
+2,098
+123% +$631K ﹤0.01% 780
2024
Q3 		$287K Buy
+1,700
New +$243K ﹤0.01% 1114

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory's MSTR Position: Q1 2026 in Review

Brown Advisory increased its Strategy Inc (MSTR) stake by 15% in Q1 2026, buying an estimated $38.9K and bringing the position to 2,129 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Brown Advisory first reported a position in MSTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.18M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Brown Advisory held 2,129 shares of Strategy Inc worth $266K as of Q1 2026.
  • Brown Advisory bought 272 Strategy Inc shares in Q1 2026, an estimated $38.9K.
  • Strategy Inc made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #1253 holding.
  • Brown Advisory first reported a position in Strategy Inc in Q3 2024 and has held it in 7 quarters since.
  • Brown Advisory's Strategy Inc position peaked at $2.18M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.