Amara Financial’s Microsoft MSFT Stock Holding History

Amara 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	$303K	Buy	813 +2	+0.2%	+$809	0.18%	39
2026 Q1	$300K	Buy	811 +21	+3%	+$8.79K	0.21%	39
2025 Q4	$382K	Buy	790 +2	+0.3%	+$1K	0.26%	37
2025 Q3	$408K	Buy	788 +2	+0.3%	+$1.02K	0.3%	33
2025 Q2	$391K	Buy	786 +21	+3%	+$9.12K	0.34%	29
2025 Q1	$287K	Buy	765 +1	+0.1%	+$408	0.27%	40
2024 Q4	$322K	Hold	764	–	–	0.3%	38
2024 Q3	$329K	Buy	+764	New	+$327K	0.31%	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

Amara Financial's MSFT Position: Q2 2026 in Review

Amara Financial increased its Microsoft (MSFT) stake by 0.25% in Q2 2026, buying an estimated $809 and bringing the position to 813 shares worth $303K. The position accounts for 0.18% of the portfolio, ranked #39.

Amara Financial first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $408K in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Amara Financial held 813 shares of Microsoft worth $303K as of Q2 2026.
Amara Financial bought 2 Microsoft shares in Q2 2026, an estimated $809.
Microsoft made up 0.18% of Amara Financial's portfolio in Q2 2026, its #39 holding.
Amara Financial first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
Amara Financial's Microsoft position peaked at $408K in Q3 2025.
6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.