Boreal Capital Management’s Microsoft MSFT Stock Holding History

Boreal 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	$4.05M	Buy	10,866 +377	+4%	+$153K	3.02%	7
2026 Q1	$3.88M	Buy	10,489 +2,614	+33%	+$1.09M	3.16%	4
2025 Q4	$3.81M	Buy	7,875 +1,047	+15%	+$525K	2.87%	4
2025 Q3	$3.54M	Buy	6,828 +94	+1%	+$48K	2.85%	7
2025 Q2	$3.35M	Buy	+6,734	New	+$2.92M	2.77%	6

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

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

Boreal Capital Management increased its Microsoft (MSFT) stake by 3.6% in Q2 2026, buying an estimated $153K and bringing the position to 10,866 shares worth $4.05M. The position accounts for 3.02% of the portfolio, ranked #7.

Boreal Capital Management first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Boreal Capital Management held 10,866 shares of Microsoft worth $4.05M as of Q2 2026.
Boreal Capital Management bought 377 Microsoft shares in Q2 2026, an estimated $153K.
Microsoft made up 3.02% of Boreal Capital Management's portfolio in Q2 2026, its #7 holding.
Boreal Capital Management first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.