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Catalyst Financial Partners’s Microsoft MSFT Stock Holding History

Catalyst Financial 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 		$19.9M Buy
53,233
+2,339
+5% +$946K 1.97% 11
2026
Q1 		$18.8M Buy
50,894
+3,154
+7% +$1.32M 2.22% 10
2025
Q4 		$23.1M Buy
47,740
+2,513
+6% +$1.26M 2.57% 9
2025
Q3 		$23.4M Buy
45,227
+1,246
+3% +$636K 2.83% 8
2025
Q2 		$21.9M Buy
43,981
+1,953
+5% +$848K 2.39% 7
2025
Q1 		$15.8M Buy
42,028
+1,183
+3% +$482K 2.9% 8
2024
Q4 		$17.2M Buy
40,845
+1,497
+4% +$638K 3.24% 7
2024
Q3 		$16.9M Buy
39,348
+801
+2% +$342K 3.31% 7
2024
Q2 		$17.2M Buy
38,547
+6,359
+20% +$2.69M 3.79% 6
2024
Q1 		$13.3M Buy
32,188
+2,089
+7% +$846K 3.41% 7
2023
Q4 		$11.3M Buy
30,099
+999
+3% +$356K 3.2% 8
2023
Q3 		$9.19M Buy
29,100
+2,687
+10% +$888K 2.96% 8
2023
Q2 		$8.99M Buy
26,413
+3,168
+14% +$993K 3.21% 8
2023
Q1 		$6.7M Buy
23,245
+2,999
+15% +$765K 2.87% 8
2022
Q4 		$4.86M Buy
+20,246
New +$4.86M 2.5% 9

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

Catalyst Financial Partners's MSFT Position: Q2 2026 in Review

Catalyst Financial Partners increased its Microsoft (MSFT) stake by 4.6% in Q2 2026, buying an estimated $946K and bringing the position to 53,233 shares worth $19.9M. The position accounts for 1.97% of the portfolio, ranked #11.

Catalyst Financial Partners first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.4M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Catalyst Financial Partners held 53,233 shares of Microsoft worth $19.9M as of Q2 2026.
  • Catalyst Financial Partners bought 2,339 Microsoft shares in Q2 2026, an estimated $946K.
  • Microsoft made up 1.97% of Catalyst Financial Partners's portfolio in Q2 2026, its #11 holding.
  • Catalyst Financial Partners first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Microsoft position peaked at $23.4M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.