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Canopy Partners’s Microsoft MSFT Stock Holding History

Canopy 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 		$9.58M Buy
25,671
+437
+2% +$177K 2.88% 9
2026
Q1 		$9.34M Buy
25,234
+166
+0.7% +$69.5K 3.2% 9
2025
Q4 		$12.1M Buy
25,068
+201
+0.8% +$101K 3.95% 4
2025
Q3 		$12.9M Sell
24,867
-233
-0.9% -$119K 4.3% 3
2025
Q2 		$12.5M Sell
25,100
-710
-3% -$308K 4.58% 2
2025
Q1 		$9.69M Sell
25,810
-450
-2% -$183K 3.78% 4
2024
Q4 		$11.1M Buy
26,260
+3,273
+14% +$1.39M 4.23% 3
2024
Q3 		$9.89M Sell
22,987
-743
-3% -$318K 4.26% 5
2024
Q2 		$10.6M Buy
23,730
+617
+3% +$261K 4.93% 2
2024
Q1 		$9.72M Buy
23,113
+2,280
+11% +$923K 4.75% 4
2023
Q4 		$7.83M Buy
+20,833
New +$7.42M 4.77% 4

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

Canopy Partners's MSFT Position: Q2 2026 in Review

Canopy Partners increased its Microsoft (MSFT) stake by 1.7% in Q2 2026, buying an estimated $177K and bringing the position to 25,671 shares worth $9.58M. The position accounts for 2.88% of the portfolio, ranked #9.

Canopy Partners first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.9M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Canopy Partners held 25,671 shares of Microsoft worth $9.58M as of Q2 2026.
  • Canopy Partners bought 437 Microsoft shares in Q2 2026, an estimated $177K.
  • Microsoft made up 2.88% of Canopy Partners's portfolio in Q2 2026, its #9 holding.
  • Canopy Partners first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Canopy Partners's Microsoft position peaked at $12.9M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.