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Blue Jean Financial’s Microsoft MSFT Stock Holding History

Blue Jean Financial’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 		$1.33M Sell
3,571
-5,567
-61% -$2.25M 0.93% 55
2026
Q1 		$3.38M Buy
9,138
+6,398
+234% +$2.68M 2.79% 11
2025
Q4 		$1.33M Buy
+2,740
New +$1.37M 1.08% 55

Other funds holding MSFT

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Blue Jean Financial's MSFT Position: Q2 2026 in Review

Blue Jean Financial reduced its Microsoft (MSFT) stake by 61% in Q2 2026, selling an estimated $2.25M and leaving 3,571 shares worth $1.33M. The position accounts for 0.93% of the portfolio, ranked #55.

Blue Jean Financial first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.38M in Q1 2026. 3,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Blue Jean Financial held 3,571 shares of Microsoft worth $1.33M as of Q2 2026.
  • Blue Jean Financial sold 5,567 Microsoft shares in Q2 2026, an estimated $2.25M.
  • Microsoft made up 0.93% of Blue Jean Financial's portfolio in Q2 2026, its #55 holding.
  • Blue Jean Financial first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Blue Jean Financial's Microsoft position peaked at $3.38M in Q1 2026.
  • 3,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Blue Jean Financial's 13F filing for Q2 2026, filed 24 Jul 2026.