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Eight 31 Financial’s Microsoft MSFT Stock Holding History

Eight 31 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
2026
Q2 		$2.33M Sell
6,251
-549
-8% -$222K 1.39% 21
2026
Q1 		$2.52M Buy
6,800
+11
+0.2% +$4.6K 1.52% 17
2025
Q4 		$3.28M Buy
6,789
+9
+0.1% +$4.51K 1.8% 17
2025
Q3 		$3.51M Buy
6,780
+568
+9% +$290K 1.98% 17
2025
Q2 		$3.09M Sell
6,212
-439
-7% -$191K 2.04% 17
2025
Q1 		$2.5M Buy
6,651
+458
+7% +$187K 1.6% 18
2024
Q4 		$2.61M Buy
6,193
+9
+0.1% +$3.83K 1.96% 9
2024
Q3 		$2.66M Sell
6,184
-936
-13% -$400K 2.05% 9
2024
Q2 		$3.18M Sell
7,120
-26
-0.4% -$11K 2.43% 9
2024
Q1 		$3.01M Buy
7,146
+991
+16% +$401K 1.87% 8
2023
Q4 		$2.31M Buy
+6,155
New +$2.19M 1.42% 12

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

Eight 31 Financial's MSFT Position: Q2 2026 in Review

Eight 31 Financial reduced its Microsoft (MSFT) stake by 8.1% in Q2 2026, selling an estimated $222K and leaving 6,251 shares worth $2.33M. The position accounts for 1.39% of the portfolio, ranked #21.

Eight 31 Financial first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.51M in Q3 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Eight 31 Financial held 6,251 shares of Microsoft worth $2.33M as of Q2 2026.
  • Eight 31 Financial sold 549 Microsoft shares in Q2 2026, an estimated $222K.
  • Microsoft made up 1.39% of Eight 31 Financial's portfolio in Q2 2026, its #21 holding.
  • Eight 31 Financial first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Eight 31 Financial's Microsoft position peaked at $3.51M in Q3 2025.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.