BFA
MSFT icon

Bluestem Financial Advisors’s Microsoft MSFT Stock Holding History

Bluestem Financial 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 		$601K Sell
1,611
-27
-2% -$10.9K 0.21% 25
2026
Q1 		$606K Buy
1,638
+9
+0.6% +$3.77K 0.23% 27
2025
Q4 		$788K Sell
1,629
-126
-7% -$63.1K 0.3% 24
2025
Q3 		$909K Sell
1,755
-112
-6% -$57.1K 0.36% 23
2025
Q2 		$929K Sell
1,867
-435
-19% -$189K 0.4% 23
2025
Q1 		$864K Sell
2,302
-126
-5% -$51.4K 0.4% 20
2024
Q4 		$1.02M Buy
2,428
+361
+17% +$154K 0.48% 20
2024
Q3 		$889K Buy
2,067
+868
+72% +$371K 0.42% 20
2024
Q2 		$536K Buy
1,199
+202
+20% +$85.3K 0.27% 22
2024
Q1 		$419K Buy
+997
New +$404K 0.22% 25

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

Bluestem Financial Advisors's MSFT Position: Q2 2026 in Review

Bluestem Financial Advisors reduced its Microsoft (MSFT) stake by 1.6% in Q2 2026, selling an estimated $10.9K and leaving 1,611 shares worth $601K. The position accounts for 0.21% of the portfolio, ranked #25.

Bluestem Financial Advisors first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q4 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bluestem Financial Advisors held 1,611 shares of Microsoft worth $601K as of Q2 2026.
  • Bluestem Financial Advisors sold 27 Microsoft shares in Q2 2026, an estimated $10.9K.
  • Microsoft made up 0.21% of Bluestem Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Bluestem Financial Advisors first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
  • Bluestem Financial Advisors's Microsoft position peaked at $1.02M in Q4 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.