Consulta’s Microsoft MSFT Stock Holding History

Consulta’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	$261M	Buy	700,000 +25,000	+4%	+$10.1M	9.42%	5
2026 Q1	$250M	Buy	675,000 +195,000	+41%	+$81.6M	12.44%	1
2025 Q4	$232M	Buy	480,000 +55,000	+13%	+$27.6M	11.39%	2
2025 Q3	$220M	Sell	425,000 -175,000	-29%	-$89.3M	12.52%	1
2025 Q2	$298M	Hold	600,000	–	–	19.08%	1
2025 Q1	$225M	Buy	600,000 +225,000	+60%	+$91.7M	15.24%	1
2024 Q4	$158M	Buy	375,000 +75,000	+25%	+$31.9M	10.35%	5
2024 Q3	$129M	Buy	300,000 +40,500	+16%	+$17.3M	7.97%	5
2024 Q2	$116M	Hold	259,500	–	–	7.9%	5
2024 Q1	$109M	Hold	259,500	–	–	7.03%	9
2023 Q4	$97.6M	Hold	259,500	–	–	6.43%	10
2023 Q3	$81.9M	Hold	259,500	–	–	5.89%	10
2023 Q2	$88.4M	Hold	259,500	–	–	6.14%	9
2023 Q1	$74.8M	Hold	259,500	–	–	5.89%	10
2022 Q4	$62.2M	Sell	259,500 -115,500	-31%	-$27.7M	5.34%	10
2022 Q3	$87.3M	Buy	+375,000	New	+$99M	8.73%	6
2020 Q3	–	Sell	-575,000	Closed	-$117M	–	12
2020 Q2	$117M	Buy	+575,000	New	+$104M	8.84%	6

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

Consulta's MSFT Position: Q2 2026 in Review

Consulta increased its Microsoft (MSFT) stake by 3.7% in Q2 2026, buying an estimated $10.1M and bringing the position to 700,000 shares worth $261M. The position accounts for 9.42% of the portfolio, ranked #5.

Consulta first reported a position in MSFT in Q2 2020 and has held it in 17 quarters since. The position peaked at $298M in Q2 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Consulta held 700,000 shares of Microsoft worth $261M as of Q2 2026.
Consulta bought 25,000 Microsoft shares in Q2 2026, an estimated $10.1M.
Microsoft made up 9.42% of Consulta's portfolio in Q2 2026, its #5 holding.
Consulta first reported a position in Microsoft in Q2 2020 and has held it in 17 quarters since.
Consulta's Microsoft position peaked at $298M in Q2 2025.
6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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