Compass Financial Management’s Microsoft MSFT Stock Holding History

Compass Financial Management’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	$11.6M	Buy	+26,170	New	+$10.6M	1.39%	9

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Compass Financial Management's MSFT Position: Q2 2026 in Review

Compass Financial Management opened a new position in Microsoft (MSFT) in Q2 2026: 26,170 shares worth $11.6M. The stake represents 1.39% of the portfolio and ranks #9 among its holdings.

5,957 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Compass Financial Management held 26,170 shares of Microsoft worth $11.6M as of Q2 2026.
Microsoft was a new Compass Financial Management position in Q2 2026.
Microsoft made up 1.39% of Compass Financial Management's portfolio in Q2 2026, its #9 holding.
5,957 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.