Arrien Investments’s Microsoft MSFT Stock Holding History

Arrien Investments’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	$263K	Buy	705 +56	+9%	+$22.7K	0.13%	39
2026 Q1	$240K	Buy	649 +75	+13%	+$31.4K	0.13%	39
2025 Q4	$278K	Hold	574	–	–	0.16%	35
2025 Q3	$297K	Hold	574	–	–	0.17%	33
2025 Q2	$286K	Sell	574 -38	-6%	-$16.5K	0.18%	34
2025 Q1	$230K	Sell	612 -46	-7%	-$18.8K	0.16%	32
2024 Q4	$273K	Buy	658 +20	+3%	+$8.52K	0.19%	33
2024 Q3	$275K	Sell	638 -24	-4%	-$10.3K	0.2%	32
2024 Q2	$296K	Sell	662 -121	-15%	-$51.1K	0.23%	31
2024 Q1	$329K	Sell	783 -163	-17%	-$66K	0.26%	29
2023 Q4	$356K	Sell	946 -353	-27%	-$126K	0.31%	26
2023 Q3	$410K	Sell	1,299 -36	-3%	-$11.9K	0.39%	25
2023 Q2	$455K	Buy	1,335 +31	+2%	+$9.72K	0.39%	27
2023 Q1	$376K	Buy	+1,304	New	+$333K	0.37%	22

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

Arrien Investments's MSFT Position: Q2 2026 in Review

Arrien Investments increased its Microsoft (MSFT) stake by 8.6% in Q2 2026, buying an estimated $22.7K and bringing the position to 705 shares worth $263K. The position accounts for 0.13% of the portfolio, ranked #39.

Arrien Investments first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $455K in Q2 2023. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Arrien Investments held 705 shares of Microsoft worth $263K as of Q2 2026.
Arrien Investments bought 56 Microsoft shares in Q2 2026, an estimated $22.7K.
Microsoft made up 0.13% of Arrien Investments's portfolio in Q2 2026, its #39 holding.
Arrien Investments first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
Arrien Investments's Microsoft position peaked at $455K in Q2 2023.
6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Arrien Investments's 13F filing for Q2 2026, filed 30 Jul 2026.