55 North Private Wealth’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.62M Buy
12,379
+473
+4% +$191K 0.91% 19
2026
Q1
$4.41M Sell
11,906
-1,923
-14% -$805K 1.13% 15
2025
Q4
$6.69M Buy
+13,829
New +$6.93M 1.76% 10

Other funds holding MSFT

55 North Private Wealth's MSFT Position: Q2 2026 in Review

55 North Private Wealth increased its Microsoft (MSFT) stake by 4% in Q2 2026, buying an estimated $191K and bringing the position to 12,379 shares worth $4.62M. The position accounts for 0.91% of the portfolio, ranked #19.

55 North Private Wealth first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.69M in Q4 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • 55 North Private Wealth held 12,379 shares of Microsoft worth $4.62M as of Q2 2026.
  • 55 North Private Wealth bought 473 Microsoft shares in Q2 2026, an estimated $191K.
  • Microsoft made up 0.91% of 55 North Private Wealth's portfolio in Q2 2026, its #19 holding.
  • 55 North Private Wealth first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 55 North Private Wealth's Microsoft position peaked at $6.69M in Q4 2025.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.