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Clarity Financial’s Microsoft MSFT Stock Holding History

Clarity Financial’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 		$56.9M Buy
152,532
+48,929
+47% +$19.8M 4.83% 3
2026
Q1 		$38.4M Buy
103,603
+27,850
+37% +$11.7M 4.17% 4
2025
Q4 		$36.6M Buy
75,753
+4,240
+6% +$2.12M 3.39% 6
2025
Q3 		$37M Buy
71,513
+2,007
+3% +$1.02M 3.68% 5
2025
Q2 		$34.6M Sell
69,506
-11,218
-14% -$4.87M 3.72% 5
2025
Q1 		$30.3M Buy
80,724
+19,715
+32% +$8.04M 3.49% 7
2024
Q4 		$25.7M Buy
61,009
+2,545
+4% +$1.08M 3.07% 11
2024
Q3 		$25.2M Buy
58,464
+4,786
+9% +$2.05M 2.92% 9
2024
Q2 		$24M Buy
53,678
+906
+2% +$383K 3.54% 9
2024
Q1 		$22.2M Sell
52,772
-4,133
-7% -$1.67M 3.36% 9
2023
Q4 		$21.4M Buy
56,905
+2,681
+5% +$954K 3.71% 8
2023
Q3 		$17.1M Buy
54,224
+13,789
+34% +$4.56M 2.88% 8
2023
Q2 		$13.8M Buy
40,435
+37,623
+1,338% +$11.8M 1.96% 12
2023
Q1 		$811K Sell
2,812
-18,756
-87% -$4.78M 3% 9
2022
Q4 		$5.17M Sell
21,568
-12,459
-37% -$2.99M 1% 22
2022
Q3 		$7.92M Buy
34,027
+734
+2% +$194K 1.85% 12
2022
Q2 		$8.55M Buy
33,293
+2,936
+10% +$797K 1.85% 17
2022
Q1 		$9.36M Sell
30,357
-2,066
-6% -$622K 1.89% 18
2021
Q4 		$10.9M Buy
32,423
+5,964
+23% +$1.93M 1.7% 16
2021
Q3 		$7.46M Buy
26,459
+9,829
+59% +$2.86M 1.21% 22
2021
Q2 		$4.5M Sell
16,630
-19,996
-55% -$5.08M 0.87% 35
2021
Q1 		$8.63M Buy
36,626
+14,642
+67% +$3.4M 1.75% 11
2020
Q4 		$4.89M Buy
+21,984
New +$4.73M 1.17% 19

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

Clarity Financial's MSFT Position: Q2 2026 in Review

Clarity Financial increased its Microsoft (MSFT) stake by 47% in Q2 2026, buying an estimated $19.8M and bringing the position to 152,532 shares worth $56.9M. The position accounts for 4.83% of the portfolio, ranked #3.

Clarity Financial first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Clarity Financial held 152,532 shares of Microsoft worth $56.9M as of Q2 2026.
  • Clarity Financial bought 48,929 Microsoft shares in Q2 2026, an estimated $19.8M.
  • Microsoft made up 4.83% of Clarity Financial's portfolio in Q2 2026, its #3 holding.
  • Clarity Financial first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.