BluePath Capital Management’s Microsoft MSFT Stock Holding History

BluePath Capital Management’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	$3.1M	Buy	8,322 +353	+4%	+$143K	1.7%	6
2026 Q1	$2.95M	Buy	7,969 +87	+1%	+$36.4K	2.04%	5
2025 Q4	$3.81M	Buy	7,882 +3,383	+75%	+$1.7M	2.57%	5
2025 Q3	$2.33M	Buy	4,499 +527	+13%	+$269K	1.7%	10
2025 Q2	$1.98M	Sell	3,972 -62	-2%	-$26.9K	1.74%	6
2025 Q1	$1.51M	Sell	4,034 -4,484	-53%	-$1.83M	1.58%	8
2024 Q4	$3.55M	Buy	8,518 +691	+9%	+$294K	1.91%	6
2024 Q3	$3.37M	Sell	7,827 -1,145	-13%	-$489K	2.08%	7
2024 Q2	$4.01M	Buy	8,972 +369	+4%	+$156K	2.81%	4
2024 Q1	$3.62M	Buy	8,603 +251	+3%	+$102K	2.73%	4
2023 Q4	$3.2M	Buy	8,352 +1,673	+25%	+$595K	2.72%	7
2023 Q3	$2.11M	Buy	+6,679	New	+$2.21M	1.94%	4

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

BluePath Capital Management's MSFT Position: Q2 2026 in Review

BluePath Capital Management increased its Microsoft (MSFT) stake by 4.4% in Q2 2026, buying an estimated $143K and bringing the position to 8,322 shares worth $3.1M. The position accounts for 1.7% of the portfolio, ranked #6.

BluePath Capital Management first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.01M in Q2 2024. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

BluePath Capital Management held 8,322 shares of Microsoft worth $3.1M as of Q2 2026.
BluePath Capital Management bought 353 Microsoft shares in Q2 2026, an estimated $143K.
Microsoft made up 1.7% of BluePath Capital Management's portfolio in Q2 2026, its #6 holding.
BluePath Capital Management first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
BluePath Capital Management's Microsoft position peaked at $4.01M in Q2 2024.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.