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Curran Financial Partners’s Microsoft MSFT Stock Holding History

Curran Financial Partners’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 		$2.61M Sell
7,001
-29
-0.4% -$11.7K 0.39% 46
2026
Q1 		$2.6M Buy
7,030
+914
+15% +$382K 0.47% 37
2025
Q4 		$2.96M Sell
6,116
-344
-5% -$172K 0.56% 41
2025
Q3 		$3.35M Buy
6,460
+128
+2% +$65.3K 0.66% 38
2025
Q2 		$3.15M Buy
6,332
+1,525
+32% +$662K 0.7% 33
2025
Q1 		$1.8M Buy
4,807
+351
+8% +$143K 0.44% 39
2024
Q4 		$1.88M Buy
4,456
+522
+13% +$222K 0.49% 41
2024
Q3 		$1.69M Buy
3,934
+10
+0.3% +$4.28K 0.48% 41
2024
Q2 		$1.75M Buy
3,924
+560
+17% +$236K 0.59% 36
2024
Q1 		$1.42M Sell
3,364
-72
-2% -$29.1K 0.49% 40
2023
Q4 		$1.38M Sell
3,436
-53
-2% -$18.9K 0.53% 39
2023
Q3 		$1.1M Buy
3,489
+548
+19% +$181K 0.48% 39
2023
Q2 		$1M Buy
2,941
+30
+1% +$9.4K 0.44% 45
2023
Q1 		$839K Buy
2,911
+24
+0.8% +$6.12K 0.4% 40
2022
Q4 		$692K Sell
2,887
-736
-20% -$177K 0.33% 47
2022
Q3 		$844K Buy
3,623
+50
+1% +$13.2K 0.43% 36
2022
Q2 		$918K Buy
3,573
+59
+2% +$16K 0.43% 38
2022
Q1 		$1.08M Buy
3,514
+19
+0.5% +$5.72K 0.45% 46
2021
Q4 		$1.18M Buy
3,495
+1,268
+57% +$411K 0.5% 38
2021
Q3 		$630K Buy
2,227
+189
+9% +$55K 0.32% 41
2021
Q2 		$552K Sell
2,038
-266
-12% -$67.6K 0.3% 43
2021
Q1 		$543K Buy
2,304
+510
+28% +$118K 0.39% 38
2020
Q4 		$399K Buy
+1,794
New +$386K 0.34% 41

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

Curran Financial Partners's MSFT Position: Q2 2026 in Review

Curran Financial Partners reduced its Microsoft (MSFT) stake by 0.41% in Q2 2026, selling an estimated $11.7K and leaving 7,001 shares worth $2.61M. The position accounts for 0.39% of the portfolio, ranked #46.

Curran Financial Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.35M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Curran Financial Partners held 7,001 shares of Microsoft worth $2.61M as of Q2 2026.
  • Curran Financial Partners sold 29 Microsoft shares in Q2 2026, an estimated $11.7K.
  • Microsoft made up 0.39% of Curran Financial Partners's portfolio in Q2 2026, its #46 holding.
  • Curran Financial Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Curran Financial Partners's Microsoft position peaked at $3.35M in Q3 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.