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Barden Capital Management’s Microsoft MSFT Stock Holding History

Barden Capital Management’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 		$1.62M Sell
4,351
-1,622
-27% -$656K 1.5% 23
2026
Q1 		$2.21M Sell
5,973
-2,692
-31% -$1.13M 1.89% 18
2025
Q4 		$4.19M Sell
8,665
-248
-3% -$124K 3.44% 7
2025
Q3 		$4.62M Buy
8,913
+68
+0.8% +$34.7K 3.84% 5
2025
Q2 		$4.4M Sell
8,845
-319
-3% -$139K 3.86% 5
2025
Q1 		$3.44M Buy
9,164
+38
+0.4% +$15.5K 3.06% 8
2024
Q4 		$3.85M Buy
9,126
+262
+3% +$112K 3.3% 8
2024
Q3 		$3.81M Buy
8,864
+329
+4% +$141K 3.35% 6
2024
Q2 		$3.82M Sell
8,535
-149
-2% -$62.9K 3.6% 5
2024
Q1 		$3.65M Sell
8,684
-2,070
-19% -$838K 3.53% 5
2023
Q4 		$3.49M Buy
10,754
+1,577
+17% +$561K 2.84% 11
2023
Q3 		$2.89M Buy
9,177
+2,602
+40% +$860K 2.82% 9
2023
Q2 		$2.24M Sell
6,575
-703
-10% -$220K 2.46% 11
2023
Q1 		$2.1M Buy
7,278
+47
+0.6% +$12K 2% 12
2022
Q4 		$1.73M Buy
7,231
+687
+10% +$165K 1.78% 19
2022
Q3 		$1.52M Buy
6,544
+188
+3% +$49.6K 1.77% 19
2022
Q2 		$1.64M Buy
6,356
+897
+16% +$243K 1.77% 20
2022
Q1 		$1.68M Sell
5,459
-1,378
-20% -$415K 1.65% 23
2021
Q4 		$2.3M Buy
+6,837
New +$2.22M 2.19% 12

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barden Capital Management's MSFT Position: Q2 2026 in Review

Barden Capital Management reduced its Microsoft (MSFT) stake by 27% in Q2 2026, selling an estimated $656K and leaving 4,351 shares worth $1.62M. The position accounts for 1.5% of the portfolio, ranked #23.

Barden Capital Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.62M in Q3 2025. 3,856 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Barden Capital Management held 4,351 shares of Microsoft worth $1.62M as of Q2 2026.
  • Barden Capital Management sold 1,622 Microsoft shares in Q2 2026, an estimated $656K.
  • Microsoft made up 1.5% of Barden Capital Management's portfolio in Q2 2026, its #23 holding.
  • Barden Capital Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Barden Capital Management's Microsoft position peaked at $4.62M in Q3 2025.
  • 3,856 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.