Arrowroot Family Office’s Microsoft MSFT Stock Holding History

Arrowroot Family Office’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	$2.27M	Sell	6,081 -48	-0.8%	-$19.4K	0.65%	39
2026 Q1	$2.27M	Buy	6,129 +250	+4%	+$105K	0.75%	37
2025 Q4	$2.84M	Sell	5,879 -78	-1%	-$39.1K	1.03%	27
2025 Q3	$3.09M	Buy	5,957 +138	+2%	+$70.4K	1.23%	24
2025 Q2	$2.89M	Buy	+5,819	New	+$2.53M	1.3%	22
2024 Q4	$2.35M	Buy	5,564 +2,894	+108%	+$1.23M	1.22%	24
2024 Q3	$1.15M	Buy	2,670 +99	+4%	+$42.3K	0.67%	42
2024 Q2	$1.15M	Sell	2,571 -39	-1%	-$16.5K	0.74%	38
2024 Q1	$1.1M	Buy	2,610 +5	+0.2%	+$2.02K	0.7%	40
2023 Q4	$980K	Sell	2,605 -153	-6%	-$54.5K	0.69%	41
2023 Q3	$871K	Sell	2,758 -1,471	-35%	-$486K	0.69%	43
2023 Q2	$1.44M	Buy	4,229 +783	+23%	+$245K	1.09%	28
2023 Q1	$993K	Buy	+3,446	New	+$879K	0.85%	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

Arrowroot Family Office's MSFT Position: Q2 2026 in Review

Arrowroot Family Office reduced its Microsoft (MSFT) stake by 0.78% in Q2 2026, selling an estimated $19.4K and leaving 6,081 shares worth $2.27M. The position accounts for 0.65% of the portfolio, ranked #39.

Arrowroot Family Office first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.09M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Arrowroot Family Office held 6,081 shares of Microsoft worth $2.27M as of Q2 2026.
Arrowroot Family Office sold 48 Microsoft shares in Q2 2026, an estimated $19.4K.
Microsoft made up 0.65% of Arrowroot Family Office's portfolio in Q2 2026, its #39 holding.
Arrowroot Family Office first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's Microsoft position peaked at $3.09M in Q3 2025.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.