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Bluesphere Advisors’s Microsoft MSFT Stock Holding History

Bluesphere 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 		$5.82M Sell
15,610
-23
-0.1% -$9.31K 1.8% 9
2026
Q1 		$5.79M Buy
15,633
+966
+7% +$404K 2.06% 7
2025
Q4 		$7.09M Buy
14,667
+2
+0% +$1K 3.14% 6
2025
Q3 		$7.6M Sell
14,665
-425
-3% -$217K 3.48% 5
2025
Q2 		$7.51M Sell
15,090
-20
-0.1% -$8.69K 3.74% 5
2025
Q1 		$5.67M Sell
15,110
-4,259
-22% -$1.74M 3.25% 5
2024
Q4 		$8.16M Sell
19,369
-310
-2% -$132K 4% 6
2024
Q3 		$8.47M Buy
19,679
+343
+2% +$147K 4.19% 5
2024
Q2 		$8.64M Buy
19,336
+1,130
+6% +$477K 4.4% 4
2024
Q1 		$7.66M Sell
18,206
-319
-2% -$129K 4.24% 4
2023
Q4 		$6.97M Buy
18,525
+172
+0.9% +$61.2K 4.32% 4
2023
Q3 		$5.79M Sell
18,353
-329
-2% -$109K 4.17% 4
2023
Q2 		$6.36M Sell
18,682
-136
-0.7% -$42.6K 4.44% 3
2023
Q1 		$5.43M Sell
18,818
-116
-0.6% -$29.6K 4.5% 4
2022
Q4 		$4.54M Sell
18,934
-825
-4% -$198K 4.03% 4
2022
Q3 		$4.6M Sell
19,759
-385
-2% -$102K 4.59% 4
2022
Q2 		$5.17M Buy
20,144
+620
+3% +$168K 5.02% 4
2022
Q1 		$6.02M Buy
19,524
+86
+0.4% +$25.9K 5.09% 4
2021
Q4 		$6.54M Buy
19,438
+12
+0.1% +$3.89K 5.43% 4
2021
Q3 		$5.48M Sell
19,426
-60
-0.3% -$17.5K 5.26% 3
2021
Q2 		$5.28M Buy
19,486
+746
+4% +$190K 4.67% 4
2021
Q1 		$4.42M Buy
18,740
+837
+5% +$194K 3.99% 7
2020
Q4 		$3.98M Buy
+17,903
New +$3.85M 4.27% 7

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

Bluesphere Advisors's MSFT Position: Q2 2026 in Review

Bluesphere Advisors reduced its Microsoft (MSFT) stake by 0.15% in Q2 2026, selling an estimated $9.31K and leaving 15,610 shares worth $5.82M. The position accounts for 1.8% of the portfolio, ranked #9.

Bluesphere Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.64M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bluesphere Advisors held 15,610 shares of Microsoft worth $5.82M as of Q2 2026.
  • Bluesphere Advisors sold 23 Microsoft shares in Q2 2026, an estimated $9.31K.
  • Microsoft made up 1.8% of Bluesphere Advisors's portfolio in Q2 2026, its #9 holding.
  • Bluesphere Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Bluesphere Advisors's Microsoft position peaked at $8.64M in Q2 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bluesphere Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.