3Chopt Investment Partners’s Microsoft MSFT Stock Holding History

3Chopt Investment Partners’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	$11.9M	Buy	31,783 +4,891	+18%	+$1.98M	2.23%	6
2026 Q1	$9.95M	Buy	26,892 +3,855	+17%	+$1.61M	2.28%	6
2025 Q4	$11.1M	Buy	23,037 +459	+2%	+$230K	2.5%	6
2025 Q3	$11.7M	Buy	22,578 +220	+1%	+$112K	2.66%	5
2025 Q2	$11.1M	Buy	22,358 +354	+2%	+$154K	2.67%	5
2025 Q1	$8.26M	Buy	22,004 +6,146	+39%	+$2.51M	2.16%	6
2024 Q4	$6.68M	Sell	15,858 -310	-2%	-$132K	2.3%	7
2024 Q3	$6.96M	Buy	16,168 +54	+0.3%	+$23.1K	2.49%	7
2024 Q2	$7.2M	Buy	16,114 +1,561	+11%	+$659K	2.2%	6
2024 Q1	$6.12M	Buy	14,553 +771	+6%	+$312K	2.51%	7
2023 Q4	$5.18M	Buy	13,782 +3,012	+28%	+$1.07M	1.91%	7
2023 Q3	$3.4M	Buy	10,770 +1,812	+20%	+$599K	2.01%	11
2023 Q2	$3.05M	Buy	8,958 +262	+3%	+$82.1K	1.53%	13
2023 Q1	$2.51M	Buy	8,696 +2,258	+35%	+$576K	1.34%	19
2022 Q4	$1.54M	Buy	+6,438	New	+$1.55M	0.84%	42

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

3Chopt Investment Partners's MSFT Position: Q2 2026 in Review

3Chopt Investment Partners increased its Microsoft (MSFT) stake by 18% in Q2 2026, buying an estimated $1.98M and bringing the position to 31,783 shares worth $11.9M. The position accounts for 2.23% of the portfolio, ranked #6.

3Chopt Investment Partners first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

3Chopt Investment Partners held 31,783 shares of Microsoft worth $11.9M as of Q2 2026.
3Chopt Investment Partners bought 4,891 Microsoft shares in Q2 2026, an estimated $1.98M.
Microsoft made up 2.23% of 3Chopt Investment Partners's portfolio in Q2 2026, its #6 holding.
3Chopt Investment Partners first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.