360 Financial’s Microsoft MSFT Stock Holding History

360 Financial’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.88M	Sell	5,037 -282	-5%	-$114K	0.48%	22
2026 Q1	$1.97M	Sell	5,319 -14	-0.3%	-$5.86K	0.59%	22
2025 Q4	$2.58M	Buy	5,333 +25	+0.5%	+$12.5K	0.78%	19
2025 Q3	$2.75M	Sell	5,308 -297	-5%	-$152K	0.88%	18
2025 Q2	$2.79M	Sell	5,605 -84	-1%	-$36.5K	0.88%	19
2025 Q1	$2.14M	Buy	5,689 +94	+2%	+$38.3K	0.77%	21
2024 Q4	$2.36M	Sell	5,595 -687	-11%	-$293K	0.85%	20
2024 Q3	$2.7M	Buy	6,282 +480	+8%	+$205K	1%	17
2024 Q2	$2.59M	Buy	5,802 +1	+0%	+$422	0.98%	18
2024 Q1	$2.44M	Buy	5,801 +19	+0.3%	+$7.69K	0.95%	17
2023 Q4	$2.17M	Buy	5,782 +549	+10%	+$195K	0.96%	18
2023 Q3	$1.68M	Sell	5,233 -717	-12%	-$237K	1.05%	16
2023 Q2	$2.03M	Sell	5,950 -73	-1%	-$22.9K	1.05%	19
2023 Q1	$1.74M	Buy	6,023 +1,368	+29%	+$349K	0.92%	21
2022 Q4	$1.08M	Hold	4,655	–	–	0.7%	21
2022 Q3	$1.08M	Buy	4,655 +2,142	+85%	+$566K	0.71%	21
2022 Q2	$654K	Sell	2,513 -615	-20%	-$167K	0.39%	32
2022 Q1	$985K	Buy	3,128 +74	+2%	+$22.3K	0.48%	31
2021 Q4	$1.03M	Buy	3,054 +271	+10%	+$87.9K	0.47%	29
2021 Q3	$785K	Sell	2,783 -300	-10%	-$87.3K	0.41%	35
2021 Q2	$835K	Buy	3,083 +315	+11%	+$80.1K	0.43%	32
2021 Q1	$653K	Buy	2,768 +238	+9%	+$55.2K	0.37%	33
2020 Q4	$563K	Sell	2,530 -65	-3%	-$14K	0.33%	36
2020 Q3	$546K	Buy	2,595 +75	+3%	+$15.8K	0.39%	33
2020 Q2	$525K	Buy	2,520 +61	+2%	+$11.1K	0.44%	32
2020 Q1	$388K	Sell	2,459 -99	-4%	-$16.3K	0.41%	34
2019 Q4	$483K	Buy	+2,558	New	+$376K	0.36%	36

Other funds holding MSFT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

360 Financial's MSFT Position: Q2 2026 in Review

360 Financial reduced its Microsoft (MSFT) stake by 5.3% in Q2 2026, selling an estimated $114K and leaving 5,037 shares worth $1.88M. The position accounts for 0.48% of the portfolio, ranked #22.

360 Financial first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.79M in Q2 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

360 Financial held 5,037 shares of Microsoft worth $1.88M as of Q2 2026.
360 Financial sold 282 Microsoft shares in Q2 2026, an estimated $114K.
Microsoft made up 0.48% of 360 Financial's portfolio in Q2 2026, its #22 holding.
360 Financial first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
360 Financial's Microsoft position peaked at $2.79M in Q2 2025.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on 360 Financial's 13F filing for Q2 2026, filed 11 Aug 2026.