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Bearing Point Capital’s Microsoft MSFT Stock Holding History

Bearing Point Capital’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 		$15.5M Buy
41,471
+767
+2% +$310K 2.09% 10
2026
Q1 		$15.1M Buy
40,704
+2,414
+6% +$1.01M 2.36% 5
2025
Q4 		$18.5M Buy
38,290
+3,004
+9% +$1.51M 2.89% 3
2025
Q3 		$18.3M Sell
35,286
-61
-0.2% -$31.1K 3.15% 3
2025
Q2 		$17.6M Buy
35,347
+1,250
+4% +$543K 3.24% 3
2025
Q1 		$12.8M Buy
34,097
+139
+0.4% +$56.7K 2.72% 3
2024
Q4 		$14.3M Buy
+33,958
New +$14.5M 2.98% 3

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

Bearing Point Capital's MSFT Position: Q2 2026 in Review

Bearing Point Capital increased its Microsoft (MSFT) stake by 1.9% in Q2 2026, buying an estimated $310K and bringing the position to 41,471 shares worth $15.5M. The position accounts for 2.09% of the portfolio, ranked #10.

Bearing Point Capital first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.5M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bearing Point Capital held 41,471 shares of Microsoft worth $15.5M as of Q2 2026.
  • Bearing Point Capital bought 767 Microsoft shares in Q2 2026, an estimated $310K.
  • Microsoft made up 2.09% of Bearing Point Capital's portfolio in Q2 2026, its #10 holding.
  • Bearing Point Capital first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Bearing Point Capital's Microsoft position peaked at $18.5M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.