Citrine Capital’s Microsoft MSFT Stock Holding History

Citrine Capital’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	$682K	Buy	1,828 +52	+3%	+$21K	0.25%	28
2026 Q1	$657K	Buy	1,776 +1,223	+221%	+$512K	0.29%	25
2025 Q4	$267K	Hold	553	–	–	0.12%	38
2025 Q3	$286K	Buy	+553	New	+$282K	0.13%	39

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

Citrine Capital's MSFT Position: Q2 2026 in Review

Citrine Capital increased its Microsoft (MSFT) stake by 2.9% in Q2 2026, buying an estimated $21K and bringing the position to 1,828 shares worth $682K. The position accounts for 0.25% of the portfolio, ranked #28.

Citrine Capital first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Citrine Capital held 1,828 shares of Microsoft worth $682K as of Q2 2026.
Citrine Capital bought 52 Microsoft shares in Q2 2026, an estimated $21K.
Microsoft made up 0.25% of Citrine Capital's portfolio in Q2 2026, its #28 holding.
Citrine Capital first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Citrine Capital's 13F filing for Q2 2026, filed 23 Jul 2026.