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Bellevue Group’s Microsoft MSFT Stock Holding History

Bellevue Group’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 		$64.2K Hold
172
– – ﹤0.01% 139
2026
Q1 		$63.7K Sell
172
-1,110
-87% -$464K ﹤0.01% 145
2025
Q4 		$620K Buy
1,282
+1,079
+532% +$541K 0.01% 125
2025
Q3 		$105K Hold
203
– – ﹤0.01% 140
2025
Q2 		$101K Hold
203
– – ﹤0.01% 136
2025
Q1 		$76.2K Hold
203
– – ﹤0.01% 144
2024
Q4 		$85.6K Buy
203
+9
+5% +$3.83K ﹤0.01% 157
2024
Q3 		$83.5K Buy
194
+15
+8% +$6.41K ﹤0.01% 158
2024
Q2 		$80K Sell
179
-1
-0.6% -$422 ﹤0.01% 161
2024
Q1 		$75.7K Buy
180
+58
+48% +$23.5K ﹤0.01% 164
2023
Q4 		$45.9K Buy
+122
New +$43.4K ﹤0.01% 158

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

Bellevue Group's MSFT Position: Q2 2026 in Review

Bellevue Group held its Microsoft (MSFT) position steady in Q2 2026 at 172 shares worth $64.2K. The position accounts for ﹤0.01% of the portfolio, ranked #139.

Bellevue Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $620K in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bellevue Group held 172 shares of Microsoft worth $64.2K as of Q2 2026.
  • Bellevue Group left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up ﹤0.01% of Bellevue Group's portfolio in Q2 2026, its #139 holding.
  • Bellevue Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Bellevue Group's Microsoft position peaked at $620K in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.