Custos Family Office’s Microsoft MSFT Stock Holding History

Custos Family Office’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	$1.54M	Buy	4,116 +117	+3%	+$47.3K	0.92%	19
2026 Q1	$1.48M	Buy	3,999 +1,660	+71%	+$695K	1.02%	18
2025 Q4	$1.13M	Buy	2,339 +2	+0.1%	+$1K	0.77%	21
2025 Q3	$1.21M	Buy	2,337 +212	+10%	+$108K	0.68%	21
2025 Q2	$1.06M	Buy	2,125 +631	+42%	+$274K	0.34%	34
2025 Q1	$561K	Buy	1,494 +46	+3%	+$18.8K	0.2%	38
2024 Q4	$610K	Buy	1,448 +490	+51%	+$209K	0.21%	40
2024 Q3	$412K	Buy	958 +7	+0.7%	+$2.99K	0.15%	42
2024 Q2	$425K	Sell	951 -39	-4%	-$16.5K	0.17%	43
2024 Q1	$416K	Buy	990 +40	+4%	+$16.2K	0.21%	30
2023 Q4	$357K	Buy	950 +15	+2%	+$5.34K	0.19%	33
2023 Q3	$295K	Buy	935 +13	+1%	+$4.3K	0.2%	32
2023 Q2	$314K	Sell	922 -156	-14%	-$48.9K	0.2%	34
2023 Q1	$311K	Buy	1,078 +105	+11%	+$26.8K	0.22%	29
2022 Q4	$233K	Buy	+973	New	+$234K	0.19%	33
2022 Q2	–	Sell	-1,637	Closed	-$505K	–	28
2022 Q1	$505K	Sell	1,637 -165	-9%	-$49.6K	0.41%	14
2021 Q4	$606K	Buy	+1,802	New	+$584K	0.54%	16

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Custos Family Office's MSFT Position: Q2 2026 in Review

Custos Family Office increased its Microsoft (MSFT) stake by 2.9% in Q2 2026, buying an estimated $47.3K and bringing the position to 4,116 shares worth $1.54M. The position accounts for 0.92% of the portfolio, ranked #19.

Custos Family Office first reported a position in MSFT in Q4 2021 and has held it in 17 quarters since. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Custos Family Office held 4,116 shares of Microsoft worth $1.54M as of Q2 2026.
Custos Family Office bought 117 Microsoft shares in Q2 2026, an estimated $47.3K.
Microsoft made up 0.92% of Custos Family Office's portfolio in Q2 2026, its #19 holding.
Custos Family Office first reported a position in Microsoft in Q4 2021 and has held it in 17 quarters since.
6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.