Convergence Financial’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$18.1M Buy
48,438
+11,498
+31% +$4.65M 1.44% 19
2026
Q1
$13.7M Buy
36,940
+20,137
+120% +$8.43M 1.45% 16
2025
Q4
$8.13M Buy
16,803
+174
+1% +$87.2K 1.19% 25
2025
Q3
$8.61M Buy
16,629
+63
+0.4% +$32.1K 1.29% 21
2025
Q2
$8.24M Buy
16,566
+651
+4% +$283K 1.42% 21
2025
Q1
$5.97M Buy
15,915
+463
+3% +$189K 1.17% 21
2024
Q4
$6.51M Sell
15,452
-113
-0.7% -$48.1K 1.3% 20
2024
Q3
$6.7M Sell
15,565
-488
-3% -$209K 1.42% 20
2024
Q2
$7.18M Buy
+16,053
New +$6.78M 1.9% 15
2024
Q1
Sell
-582
Closed -$219K 51
2023
Q4
$219K Buy
+582
New +$207K 0.1% 38

Other funds holding MSFT

Convergence Financial's MSFT Position: Q2 2026 in Review

Convergence Financial increased its Microsoft (MSFT) stake by 31% in Q2 2026, buying an estimated $4.65M and bringing the position to 48,438 shares worth $18.1M. The position accounts for 1.44% of the portfolio, ranked #19.

Convergence Financial first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Convergence Financial held 48,438 shares of Microsoft worth $18.1M as of Q2 2026.
  • Convergence Financial bought 11,498 Microsoft shares in Q2 2026, an estimated $4.65M.
  • Microsoft made up 1.44% of Convergence Financial's portfolio in Q2 2026, its #19 holding.
  • Convergence Financial first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.