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Covestor’s Microsoft MSFT Stock Holding History

Covestor’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 		$1M Buy
2,689
+12
+0.4% +$4.86K 0.58% 26
2026
Q1 		$991K Sell
2,677
-898
-25% -$376K 0.69% 18
2025
Q4 		$1.73M Buy
3,575
+69
+2% +$34.6K 0.91% 6
2025
Q3 		$1.82M Buy
3,506
+119
+4% +$60.7K 1% 5
2025
Q2 		$1.69M Sell
3,387
-962
-22% -$418K 0.99% 5
2025
Q1 		$1.63M Sell
4,349
-100
-2% -$40.8K 1.09% 4
2024
Q4 		$1.88M Buy
4,449
+484
+12% +$206K 1.17% 3
2024
Q3 		$1.71M Buy
3,965
+21
+0.5% +$8.98K 1.07% 4
2024
Q2 		$1.76M Buy
3,944
+223
+6% +$94.2K 1.14% 3
2024
Q1 		$1.56M Buy
3,721
+1,044
+39% +$423K 0.99% 4
2023
Q4 		$1.01M Buy
2,677
+108
+4% +$38.4K 0.69% 6
2023
Q3 		$812K Sell
2,569
-30
-1% -$9.91K 0.61% 11
2023
Q2 		$886K Sell
2,599
-15
-0.6% -$4.7K 0.67% 6
2023
Q1 		$754K Sell
2,614
-1,287
-33% -$328K 0.66% 6
2022
Q4 		$937K Sell
3,901
-310
-7% -$74.4K 0.76% 6
2022
Q3 		$981K Sell
4,211
-245
-5% -$64.7K 0.86% 3
2022
Q2 		$1.14M Sell
4,456
-717
-14% -$195K 0.91% 3
2022
Q1 		$1.59M Buy
5,173
+2,277
+79% +$685K 1.06% 4
2021
Q4 		$974K Buy
+2,896
New +$939K 1.36% 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

Covestor's MSFT Position: Q2 2026 in Review

Covestor increased its Microsoft (MSFT) stake by 0.45% in Q2 2026, buying an estimated $4.86K and bringing the position to 2,689 shares worth $1M. The position accounts for 0.58% of the portfolio, ranked #26.

Covestor first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.88M in Q4 2024. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Covestor held 2,689 shares of Microsoft worth $1M as of Q2 2026.
  • Covestor bought 12 Microsoft shares in Q2 2026, an estimated $4.86K.
  • Microsoft made up 0.58% of Covestor's portfolio in Q2 2026, its #26 holding.
  • Covestor first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Microsoft position peaked at $1.88M in Q4 2024.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.