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
Q2 		$230K Buy
2,648
+519
+24% +$75.3K ﹤0.01% 1359
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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory's MSTR Position: Q2 2026 in Review

Brown Advisory increased its Strategy Inc (MSTR) stake by 24% in Q2 2026, buying an estimated $75.3K and bringing the position to 2,648 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Brown Advisory first reported a position in MSTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.18M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Brown Advisory held 2,648 shares of Strategy Inc worth $230K as of Q2 2026.
  • Brown Advisory bought 519 Strategy Inc shares in Q2 2026, an estimated $75.3K.
  • Strategy Inc made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #1359 holding.
  • Brown Advisory first reported a position in Strategy Inc in Q3 2024 and has held it in 8 quarters since.
  • Brown Advisory's Strategy Inc position peaked at $2.18M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.