Envestnet Portfolio Solutions’s Microsoft MSFT Stock Holding History

Envestnet Portfolio Solutions’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	$129M	Buy	346,475 +25,814	+8%	+$10.4M	0.62%	38
2026 Q1	$119M	Sell	320,661 -155,701	-33%	-$65.2M	0.66%	38
2025 Q4	$230M	Buy	476,362 +10,215	+2%	+$5.12M	0.81%	29
2025 Q3	$241M	Sell	466,147 -7,413	-2%	-$3.78M	0.89%	28
2025 Q2	$236M	Buy	473,560 +17,682	+4%	+$7.68M	0.87%	26
2025 Q1	$171M	Sell	455,878 -97,033	-18%	-$39.6M	0.65%	31
2024 Q4	$233M	Buy	552,911 +37,558	+7%	+$16M	0.76%	28
2024 Q3	$222M	Buy	515,353 +4,546	+0.9%	+$1.94M	0.72%	28
2024 Q2	$228M	Buy	510,807 +10,243	+2%	+$4.33M	0.8%	27
2024 Q1	$211M	Buy	500,564 +74,109	+17%	+$30M	0.79%	28
2023 Q4	$160M	Sell	426,455 -16,719	-4%	-$5.95M	0.67%	35
2023 Q3	$140M	Buy	+443,174	New	+$146M	0.66%	34

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

Envestnet Portfolio Solutions's MSFT Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Microsoft (MSFT) stake by 8.1% in Q2 2026, buying an estimated $10.4M and bringing the position to 346,475 shares worth $129M. The position accounts for 0.62% of the portfolio, ranked #38.

Envestnet Portfolio Solutions first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $241M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Envestnet Portfolio Solutions held 346,475 shares of Microsoft worth $129M as of Q2 2026.
Envestnet Portfolio Solutions bought 25,814 Microsoft shares in Q2 2026, an estimated $10.4M.
Microsoft made up 0.62% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #38 holding.
Envestnet Portfolio Solutions first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Microsoft position peaked at $241M in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.