BlueStem Wealth Partners’s Microsoft MSFT Stock Holding History

BlueStem Wealth Partners’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	$1.39M	Buy	3,736 +8	+0.2%	+$3.24K	0.14%	55
2026 Q1	$1.38M	Buy	3,728 +609	+20%	+$255K	0.15%	56
2025 Q4	$1.51M	Buy	3,119 +172	+6%	+$86.2K	0.17%	52
2025 Q3	$1.53M	Buy	2,947 +657	+29%	+$335K	0.17%	44
2025 Q2	$1.14M	Buy	2,290 +513	+29%	+$223K	0.14%	46
2025 Q1	$667K	Sell	1,777 -19	-1%	-$7.75K	0.09%	53
2024 Q4	$757K	Buy	+1,796	New	+$765K	0.1%	50

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlueStem Wealth Partners's MSFT Position: Q2 2026 in Review

BlueStem Wealth Partners increased its Microsoft (MSFT) stake by 0.21% in Q2 2026, buying an estimated $3.24K and bringing the position to 3,736 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #55.

BlueStem Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

BlueStem Wealth Partners held 3,736 shares of Microsoft worth $1.39M as of Q2 2026.
BlueStem Wealth Partners bought 8 Microsoft shares in Q2 2026, an estimated $3.24K.
Microsoft made up 0.14% of BlueStem Wealth Partners's portfolio in Q2 2026, its #55 holding.
BlueStem Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
BlueStem Wealth Partners's Microsoft position peaked at $1.53M in Q3 2025.
6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.