EdgeRock Capital’s Microsoft MSFT Stock Holding History

EdgeRock Capital’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	$5M	Buy	13,406 +1,852	+16%	+$749K	1.13%	20
2026 Q1	$4.28M	Buy	11,554 +218	+2%	+$91.2K	1.16%	19
2025 Q4	$5.48M	Buy	11,336 +881	+8%	+$441K	1.46%	19
2025 Q3	$5.42M	Buy	10,455 +925	+10%	+$472K	1.51%	19
2025 Q2	$4.74M	Buy	+9,530	New	+$4.14M	1.5%	19
2023 Q4	–	Sell	-4,679	Closed	-$1.48M	–	345
2023 Q3	$1.48M	Buy	4,679 +1,179	+34%	+$390K	0.9%	13
2023 Q2	$1.19M	Sell	3,500 -143	-4%	-$44.8K	0.58%	17
2023 Q1	$1.05M	Buy	3,643 +211	+6%	+$53.8K	0.54%	17
2022 Q4	$823K	Buy	3,432 +78	+2%	+$18.7K	0.46%	18
2022 Q3	$781K	Buy	3,354 +316	+10%	+$83.4K	0.44%	17
2022 Q2	$780K	Buy	+3,038	New	+$825K	0.53%	17

Other funds holding MSFT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EdgeRock Capital's MSFT Position: Q2 2026 in Review

EdgeRock Capital increased its Microsoft (MSFT) stake by 16% in Q2 2026, buying an estimated $749K and bringing the position to 13,406 shares worth $5M. The position accounts for 1.13% of the portfolio, ranked #20.

EdgeRock Capital first reported a position in MSFT in Q2 2022 and has held it in 11 quarters since. The position peaked at $5.48M in Q4 2025. 3,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

EdgeRock Capital held 13,406 shares of Microsoft worth $5M as of Q2 2026.
EdgeRock Capital bought 1,852 Microsoft shares in Q2 2026, an estimated $749K.
Microsoft made up 1.13% of EdgeRock Capital's portfolio in Q2 2026, its #20 holding.
EdgeRock Capital first reported a position in Microsoft in Q2 2022 and has held it in 11 quarters since.
EdgeRock Capital's Microsoft position peaked at $5.48M in Q4 2025.
3,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.