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Bolthouse Investments’s Microsoft MSFT Stock Holding History

Bolthouse Investments’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 		$4.25M Buy
11,397
+32
+0.3% +$12.9K 3.45% 7
2026
Q1 		$4.21M Hold
11,365
– – 3.8% 6
2025
Q4 		$5.5M Hold
11,365
– – 4.89% 6
2025
Q3 		$5.89M Sell
11,365
-1,132
-9% -$577K 5.34% 5
2025
Q2 		$6.22M Hold
12,497
– – 6.16% 5
2025
Q1 		$4.69M Buy
12,497
+122
+1% +$49.7K 4.89% 6
2024
Q4 		$5.22M Buy
+12,375
New +$5.27M 4.82% 6

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

Bolthouse Investments's MSFT Position: Q2 2026 in Review

Bolthouse Investments increased its Microsoft (MSFT) stake by 0.28% in Q2 2026, buying an estimated $12.9K and bringing the position to 11,397 shares worth $4.25M. The position accounts for 3.45% of the portfolio, ranked #7.

Bolthouse Investments first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.22M in Q2 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bolthouse Investments held 11,397 shares of Microsoft worth $4.25M as of Q2 2026.
  • Bolthouse Investments bought 32 Microsoft shares in Q2 2026, an estimated $12.9K.
  • Microsoft made up 3.45% of Bolthouse Investments's portfolio in Q2 2026, its #7 holding.
  • Bolthouse Investments first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Bolthouse Investments's Microsoft position peaked at $6.22M in Q2 2025.
  • 6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.