Battery Global Advisors’s Microsoft MSFT Stock Holding History

Battery Global 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	$1.47M	Buy	3,944 +3	+0.1%	+$1.21K	0.74%	17
2026 Q1	$1.46M	Buy	3,941 +3,924	+23,082%	+$1.64M	0.78%	13
2025 Q4	$8.68K	Sell	17 -3,920	-100%	-$1.96M	﹤0.01%	132
2025 Q3	$2.04M	Buy	3,937 +2	+0.1%	+$1.02K	0.96%	13
2025 Q2	$1.96M	Buy	3,935 +2	+0.1%	+$869	0.96%	13
2025 Q1	$1.48M	Buy	3,933 +2	+0.1%	+$815	0.82%	13
2024 Q4	$1.66M	Buy	3,931 +2	+0.1%	+$852	0.89%	14
2024 Q3	$1.69M	Buy	3,929 +2,023	+106%	+$865K	0.92%	14
2024 Q2	$852K	Buy	1,906 +486	+34%	+$205K	0.56%	18
2024 Q1	$597K	Hold	1,420	–	–	0.48%	18
2023 Q4	$534K	Buy	+1,420	New	+$505K	0.41%	27

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

Battery Global Advisors's MSFT Position: Q2 2026 in Review

Battery Global Advisors increased its Microsoft (MSFT) stake by 0.08% in Q2 2026, buying an estimated $1.21K and bringing the position to 3,944 shares worth $1.47M. The position accounts for 0.74% of the portfolio, ranked #17.

Battery Global Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Battery Global Advisors held 3,944 shares of Microsoft worth $1.47M as of Q2 2026.
Battery Global Advisors bought 3 Microsoft shares in Q2 2026, an estimated $1.21K.
Microsoft made up 0.74% of Battery Global Advisors's portfolio in Q2 2026, its #17 holding.
Battery Global Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Battery Global Advisors's Microsoft position peaked at $2.04M in Q3 2025.
6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.