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Corient IA’s Microsoft MSFT Stock Holding History

Corient IA’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 		$1.21M Buy
3,250
+1,020
+46% +$413K 1.12% 15
2026
Q1 		$825K Sell
2,230
-270
-11% -$113K 0.78% 22
2025
Q4 		$1.21M Hold
2,500
– – 1.14% 13
2025
Q3 		$1.29M Sell
2,500
-1,000
-29% -$510K 0.97% 18
2025
Q2 		$1.74M Buy
3,500
+800
+30% +$347K 1.03% 9
2025
Q1 		$1.01M Buy
+2,700
New +$1.1M 0.72% 19

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

Corient IA's MSFT Position: Q2 2026 in Review

Corient IA increased its Microsoft (MSFT) stake by 46% in Q2 2026, buying an estimated $413K and bringing the position to 3,250 shares worth $1.21M. The position accounts for 1.12% of the portfolio, ranked #15.

Corient IA first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.74M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Corient IA held 3,250 shares of Microsoft worth $1.21M as of Q2 2026.
  • Corient IA bought 1,020 Microsoft shares in Q2 2026, an estimated $413K.
  • Microsoft made up 1.12% of Corient IA's portfolio in Q2 2026, its #15 holding.
  • Corient IA first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Microsoft position peaked at $1.74M in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.