Clear Street’s Microsoft MSFT Stock Holding History

Clear Street’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	$1.05B	Hold	2,826,000	–	–	2.67%	9
2026 Q1	$1.05B	Hold	2,826,000	–	–	4.25%	4
2025 Q4	$1.37B	Hold	2,826,000	–	–	5.08%	3
2025 Q3	$1.46B	Hold	2,826,000	–	–	4.99%	4
2025 Q2	$1.41B	Sell	2,826,000 -940,500	-25%	-$408M	5.61%	4
2025 Q1	$1.41B	Buy	3,766,500 +1,370,000	+57%	+$559M	12.46%	1
2024 Q4	$1.01B	Buy	2,396,500 +360,000	+18%	+$153M	10.1%	2
2024 Q3	$876M	Sell	2,036,500 -1,225,000	-38%	-$524M	9.95%	2
2024 Q2	$1.46B	Buy	3,261,500 +285,000	+10%	+$120M	13.74%	1
2024 Q1	$1.25B	Buy	2,976,500 +2,726,500	+1,091%	+$1.1B	17.88%	1
2023 Q4	$94M	Hold	250,000	–	–	2.31%	6
2023 Q3	$78.9M	Buy	250,000 +3,700	+2%	+$1.22M	1.38%	11
2023 Q2	$83.9M	Buy	+246,300	New	+$77.2M	0.82%	24
2023 Q1	–	Sell	-80,000	Closed	-$19.2M	–	1234
2022 Q4	$19.2M	Buy	+80,000	New	+$19.2M	0.24%	43

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

Clear Street's MSFT Position: Q2 2026 in Review

Clear Street increased its Microsoft (MSFT) stake by 1.1% in Q2 2026, buying an estimated $12.2M and bringing the position to 2,904,438 shares worth $1.08B. The position accounts for 2.74% of the portfolio, ranked #7.

Clear Street first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.47B in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Clear Street held 2,904,438 shares of Microsoft worth $1.08B as of Q2 2026.
Clear Street bought 30,268 Microsoft shares in Q2 2026, an estimated $12.2M.
Microsoft made up 2.74% of Clear Street's portfolio in Q2 2026, its #7 holding.
Clear Street first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
Clear Street's Microsoft position peaked at $1.47B in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Clear Street's 13F filing for Q2 2026, filed 12 Aug 2026.