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Baron Silver Stevens Financial Advisors’s Microsoft MSFT Stock Holding History

Baron Silver Stevens Financial Advisors’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 		$4.94M Sell
13,255
-154
-1% -$62.3K 0.63% 29
2026
Q1 		$4.96M Sell
13,409
-299
-2% -$125K 0.72% 30
2025
Q4 		$6.63M Sell
13,708
-4,089
-23% -$2.05M 0.96% 24
2025
Q3 		$9.22M Buy
17,797
+4,686
+36% +$2.39M 1.35% 20
2025
Q2 		$6.52M Buy
13,111
+482
+4% +$209K 1.04% 23
2025
Q1 		$4.74M Sell
12,629
-529
-4% -$216K 0.83% 25
2024
Q4 		$5.55M Buy
13,158
+157
+1% +$66.9K 0.94% 23
2024
Q3 		$5.59M Sell
13,001
-339
-3% -$145K 0.98% 23
2024
Q2 		$5.96M Sell
13,340
-758
-5% -$320K 1.13% 22
2024
Q1 		$5.93M Buy
14,098
+1,551
+12% +$628K 1.15% 22
2023
Q4 		$4.72M Sell
12,547
-691
-5% -$246K 0.99% 23
2023
Q3 		$4.18M Buy
13,238
+603
+5% +$199K 0.95% 23
2023
Q2 		$4.3M Sell
12,635
-406
-3% -$127K 0.94% 23
2023
Q1 		$3.76M Buy
13,041
+398
+3% +$102K 0.98% 23
2022
Q4 		$3.03M Buy
12,643
+9
+0.1% +$2.16K 0.75% 24
2022
Q3 		$0 Sell
12,634
-2,875
-19% -$759K ﹤0.01% 134
2022
Q2 		$3.98M Buy
15,509
+3,353
+28% +$910K 1.03% 23
2022
Q1 		$3.75M Buy
12,156
+940
+8% +$283K 0.88% 24
2021
Q4 		$3.77M Buy
11,216
+402
+4% +$130K 0.89% 22
2021
Q3 		$3.05M Sell
10,814
-2,048
-16% -$596K 0.81% 22
2021
Q2 		$3.48M Buy
12,862
+3,095
+32% +$787K 0.95% 22
2021
Q1 		$2.3M Buy
9,767
+89
+0.9% +$20.6K 1.25% 12
2020
Q4 		$2.15M Buy
+9,678
New +$2.08M 0.74% 18

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's MSFT Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Microsoft (MSFT) stake by 1.1% in Q2 2026, selling an estimated $62.3K and leaving 13,255 shares worth $4.94M. The position accounts for 0.63% of the portfolio, ranked #29.

Baron Silver Stevens Financial Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.22M in Q3 2025. 6,226 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 13,255 shares of Microsoft worth $4.94M as of Q2 2026.
  • Baron Silver Stevens Financial Advisors sold 154 Microsoft shares in Q2 2026, an estimated $62.3K.
  • Microsoft made up 0.63% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Baron Silver Stevens Financial Advisors's Microsoft position peaked at $9.22M in Q3 2025.
  • 6,226 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.