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Empowered Funds’s Microsoft MSFT Stock Holding History

Empowered Funds’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 		$263M Sell
705,569
-101,404
-13% -$41M 1.39% 7
2026
Q1 		$299M Buy
+806,973
New +$338M 1.91% 3
2025
Q4 		– Sell
-507,964
Closed -$263M – 1572
2025
Q3 		$263M Buy
507,964
+146,030
+40% +$74.5M 2.66% 2
2025
Q2 		$180M Buy
361,934
+149,558
+70% +$64.9M 2.04% 2
2025
Q1 		$79.7M Buy
212,376
+21,259
+11% +$8.67M 1.13% 8
2024
Q4 		$80.6M Buy
191,117
+26,700
+16% +$11.4M 1.18% 8
2024
Q3 		$70.7M Sell
164,417
-4,116
-2% -$1.76M 1.11% 9
2024
Q2 		$75.3M Sell
168,533
-5,269
-3% -$2.23M 1.3% 9
2024
Q1 		$73.1M Buy
173,802
+18,888
+12% +$7.65M 1.32% 3
2023
Q4 		$58.3M Buy
154,914
+29,820
+24% +$10.6M 1.46% 4
2023
Q3 		$39.5M Buy
125,094
+10,853
+10% +$3.59M 1.16% 6
2023
Q2 		$38.9M Buy
114,241
+39,680
+53% +$12.4M 1.37% 5
2023
Q1 		$21.5M Buy
+74,561
New +$19M 1.27% 8
2022
Q4 		– Sell
-21,446
Closed -$5.15M – 536
2022
Q3 		$4.99M Buy
21,446
+9,892
+86% +$2.61M 0.48% 48
2022
Q2 		$2.97M Buy
11,554
+3,878
+51% +$1.05M 0.38% 88
2022
Q1 		$2.37M Sell
7,676
-4,726
-38% -$1.42M 0.26% 110
2021
Q4 		$4.17M Sell
12,402
-8,598
-41% -$2.79M 0.47% 83
2021
Q3 		$5.92M Buy
+21,000
New +$6.11M 0.76% 26
2021
Q2 		– Sell
-8,616
Closed -$1.92M – 269
2021
Q1 		$1.92M Hold
8,616
– – 0.37% 96
2020
Q4 		$1.92M Buy
+8,616
New +$1.85M 0.37% 96
2020
Q3 		– Sell
-6,753
Closed -$1.37M – 137
2020
Q2 		$1.37M Buy
+6,753
New +$1.23M 0.53% 70

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 $3.37T AUM 44.26% 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

Empowered Funds's MSFT Position: Q2 2026 in Review

Empowered Funds reduced its Microsoft (MSFT) stake by 13% in Q2 2026, selling an estimated $41M and leaving 705,569 shares worth $263M. The position accounts for 1.39% of the portfolio, ranked #7.

Empowered Funds first reported a position in MSFT in Q2 2020 and has held it in 21 quarters since. The position peaked at $299M in Q1 2026. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Empowered Funds held 705,569 shares of Microsoft worth $263M as of Q2 2026.
  • Empowered Funds sold 101,404 Microsoft shares in Q2 2026, an estimated $41M.
  • Microsoft made up 1.39% of Empowered Funds's portfolio in Q2 2026, its #7 holding.
  • Empowered Funds first reported a position in Microsoft in Q2 2020 and has held it in 21 quarters since.
  • Empowered Funds's Microsoft position peaked at $299M in Q1 2026.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.