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Castleview Partners’s Microsoft MSFT Stock Holding History

Castleview 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 		$1.6M Buy
4,280
+266
+7% +$108K 0.7% 27
2026
Q1 		$1.49M Sell
4,014
-491
-11% -$205K 0.76% 27
2025
Q4 		$2.18M Buy
4,505
+255
+6% +$128K 1.08% 18
2025
Q3 		$2.2M Buy
4,250
+24
+0.6% +$12.2K 1.2% 19
2025
Q2 		$2.1M Sell
4,226
-804
-16% -$349K 1.35% 13
2025
Q1 		$1.89M Sell
5,030
-900
-15% -$367K 1.28% 15
2024
Q4 		$2.48M Sell
5,930
-297
-5% -$127K 1.34% 10
2024
Q3 		$2.68M Sell
6,227
-554
-8% -$237K 1.55% 8
2024
Q2 		$3.03M Sell
6,781
-220
-3% -$92.9K 1.72% 7
2024
Q1 		$2.95M Buy
7,001
+5
+0.1% +$2.02K 1.64% 7
2023
Q4 		$2.63M Buy
6,996
+2,436
+53% +$867K 1.84% 6
2023
Q3 		$1.44M Sell
4,560
-246
-5% -$81.3K 1.33% 8
2023
Q2 		$1.64M Sell
4,806
-530
-10% -$166K 1.47% 7
2023
Q1 		$1.54M Sell
5,336
-53
-1% -$13.5K 1.36% 10
2022
Q4 		$1.29M Buy
5,389
+240
+5% +$57.6K 1.26% 11
2022
Q3 		$1.2M Sell
5,149
-6,601
-56% -$1.74M 1.15% 11
2022
Q2 		$10.8K Buy
11,750
+4,085
+53% +$1.11M 0.01% 449
2022
Q1 		$2.36M Buy
+7,665
New +$2.31M 1.47% 10
2021
Q2 		$4.47M Buy
+16,506
New +$4.2M 1.96% 7
2018
Q1 		$980K Buy
+10,741
New +$982K 0.81% 27

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

Castleview Partners's MSFT Position: Q2 2026 in Review

Castleview Partners increased its Microsoft (MSFT) stake by 6.6% in Q2 2026, buying an estimated $108K and bringing the position to 4,280 shares worth $1.6M. The position accounts for 0.7% of the portfolio, ranked #27.

Castleview Partners first reported a position in MSFT in Q1 2018 and has held it in 20 quarters since. The position peaked at $4.47M in Q2 2021. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Castleview Partners held 4,280 shares of Microsoft worth $1.6M as of Q2 2026.
  • Castleview Partners bought 266 Microsoft shares in Q2 2026, an estimated $108K.
  • Microsoft made up 0.7% of Castleview Partners's portfolio in Q2 2026, its #27 holding.
  • Castleview Partners first reported a position in Microsoft in Q1 2018 and has held it in 20 quarters since.
  • Castleview Partners's Microsoft position peaked at $4.47M in Q2 2021.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.