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Clifford Group’s Microsoft MSFT Stock Holding History

Clifford Group’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 		$2.28M Sell
6,123
-148
-2% -$59.9K 1.58% 14
2026
Q1 		$2.32M Buy
6,271
+769
+14% +$322K 1.79% 12
2025
Q4 		$2.66M Sell
5,502
-87
-2% -$43.6K 2.06% 9
2025
Q3 		$2.89M Sell
5,589
-429
-7% -$219K 2.25% 9
2025
Q2 		$2.99M Sell
6,018
-23
-0.4% -$9.99K 2.46% 8
2025
Q1 		$2.27M Sell
6,041
-163
-3% -$66.5K 2.12% 9
2024
Q4 		$2.61M Buy
6,204
+44
+0.7% +$18.7K 1.99% 11
2024
Q3 		$2.65M Buy
6,160
+16
+0.3% +$6.84K 2.06% 8
2024
Q2 		$2.75M Sell
6,144
-18
-0.3% -$7.6K 2.22% 8
2024
Q1 		$2.59M Buy
6,162
+8
+0.1% +$3.24K 2.14% 8
2023
Q4 		$2.31M Buy
6,154
+29
+0.5% +$10.3K 2.14% 8
2023
Q3 		$1.93M Buy
6,125
+47
+0.8% +$15.5K 2.1% 8
2023
Q2 		$2.07M Buy
6,078
+580
+11% +$182K 2.22% 8
2023
Q1 		$1.58M Buy
5,498
+105
+2% +$26.8K 1.92% 11
2022
Q4 		$1.29M Buy
+5,393
New +$1.29M 1.62% 13

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

Clifford Group's MSFT Position: Q2 2026 in Review

Clifford Group reduced its Microsoft (MSFT) stake by 2.4% in Q2 2026, selling an estimated $59.9K and leaving 6,123 shares worth $2.28M. The position accounts for 1.58% of the portfolio, ranked #14.

Clifford Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.99M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Clifford Group held 6,123 shares of Microsoft worth $2.28M as of Q2 2026.
  • Clifford Group sold 148 Microsoft shares in Q2 2026, an estimated $59.9K.
  • Microsoft made up 1.58% of Clifford Group's portfolio in Q2 2026, its #14 holding.
  • Clifford Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Clifford Group's Microsoft position peaked at $2.99M in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.