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Eddie Patel Inc’s Microsoft MSFT Stock Holding History

Eddie Patel Inc’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 		$266K Sell
713
-936
-57% -$379K 0.16% 118
2026
Q1 		$611K Sell
1,649
-558
-25% -$233K 0.47% 60
2025
Q4 		$1.07M Buy
+2,207
New +$1.11M 0.8% 33

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 $3.38T AUM 44.17% 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

Eddie Patel Inc's MSFT Position: Q2 2026 in Review

Eddie Patel Inc reduced its Microsoft (MSFT) stake by 57% in Q2 2026, selling an estimated $379K and leaving 713 shares worth $266K. The position accounts for 0.16% of the portfolio, ranked #118.

Eddie Patel Inc first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Eddie Patel Inc held 713 shares of Microsoft worth $266K as of Q2 2026.
  • Eddie Patel Inc sold 936 Microsoft shares in Q2 2026, an estimated $379K.
  • Microsoft made up 0.16% of Eddie Patel Inc's portfolio in Q2 2026, its #118 holding.
  • Eddie Patel Inc first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Eddie Patel Inc's Microsoft position peaked at $1.07M in Q4 2025.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Eddie Patel Inc's 13F filing for Q2 2026, filed 11 Aug 2026.