Corient Private Wealth
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Corient Private Wealth’s Microsoft MSFT Stock Holding History

Corient Private Wealth’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 		$1.91B Sell
5,128,574
-539,911
-10% -$218M 2.65% 4
2026
Q1 		$2.12B Sell
5,668,485
-366,737
-6% -$153M 3.04% 3
2025
Q4 		$2.92B Buy
6,035,222
+705,828
+13% +$354M 3.97% 2
2025
Q3 		$2.74B Sell
5,329,394
-5,795,114
-52% -$2.96B 4.32% 1
2025
Q2 		$5.53B Buy
11,124,508
+5,369,525
+93% +$2.33B 7.36% 2
2025
Q1 		$2.16B Sell
5,754,983
-422,387
-7% -$172M 3.53% 3
2024
Q4 		$2.58B Sell
6,177,370
-383,769
-6% -$163M 4.29% 2
2024
Q3 		$2.82B Buy
6,561,139
+233,112
+4% +$99.6M 4.41% 2
2024
Q2 		$2.83B Sell
6,328,027
-46,910
-0.7% -$19.8M 4.93% 1
2024
Q1 		$2.68B Sell
6,374,937
-21,091
-0.3% -$8.54M 4.77% 1
2023
Q4 		$2.41B Buy
6,396,028
+533,144
+9% +$190M 4.42% 2
2023
Q3 		$1.85B Buy
5,862,884
+46,183
+0.8% +$15.3M 4.25% 2
2023
Q2 		$1.98B Buy
5,816,701
+318,289
+6% +$99.8M 4.57% 2
2023
Q1 		$1.59B Buy
5,498,412
+1,600,494
+41% +$408M 4.26% 2
2022
Q4 		$936M Buy
+3,897,918
New +$935M 3.4% 2

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 Private Wealth's MSFT Position: Q2 2026 in Review

Corient Private Wealth reduced its Microsoft (MSFT) stake by 9.5% in Q2 2026, selling an estimated $218M and leaving 5,128,574 shares worth $1.91B. The position accounts for 2.65% of the portfolio, ranked #4.

Corient Private Wealth first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.53B in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Corient Private Wealth held 5,128,574 shares of Microsoft worth $1.91B as of Q2 2026.
  • Corient Private Wealth sold 539,911 Microsoft shares in Q2 2026, an estimated $218M.
  • Microsoft made up 2.65% of Corient Private Wealth's portfolio in Q2 2026, its #4 holding.
  • Corient Private Wealth first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Microsoft position peaked at $5.53B in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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