Dunhill Financial’s Microsoft MSFT Stock Holding History

Dunhill Financial’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
2024 Q1	–	Sell	-1	Closed	-$2.46K	–	754
2023 Q4	$2.46K	Buy	+1	New	+$356	﹤0.01%	415

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

Dunhill Financial's MSFT Position: Q2 2026 in Review

Dunhill Financial increased its Microsoft (MSFT) stake by 6% in Q2 2026, buying an estimated $257K and bringing the position to 11,255 shares worth $4.2M. The position accounts for 0.86% of the portfolio, ranked #23.

Dunhill Financial first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.17M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Dunhill Financial held 11,255 shares of Microsoft worth $4.2M as of Q2 2026.
Dunhill Financial bought 636 Microsoft shares in Q2 2026, an estimated $257K.
Microsoft made up 0.86% of Dunhill Financial's portfolio in Q2 2026, its #23 holding.
Dunhill Financial first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
Dunhill Financial's Microsoft position peaked at $5.17M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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