ETF Portfolio Partners’s Microsoft MSFT Stock Holding History

ETF Portfolio Partners’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	$667K	Hold	1,789	–	–	0.16%	37
2026 Q1	$662K	Hold	1,789	–	–	0.17%	36
2025 Q4	$865K	Hold	1,789	–	–	0.22%	34
2025 Q3	$927K	Hold	1,789	–	–	0.25%	34
2025 Q2	$890K	Hold	1,789	–	–	0.25%	34
2025 Q1	$672K	Hold	1,789	–	–	0.2%	35
2024 Q4	$754K	Hold	1,789	–	–	0.23%	28
2024 Q3	$770K	Hold	1,789	–	–	0.23%	29
2024 Q2	$800K	Hold	1,789	–	–	0.25%	29
2024 Q1	$753K	Hold	1,789	–	–	0.24%	29
2023 Q4	$673K	Hold	1,789	–	–	0.23%	29
2023 Q3	$565K	Buy	1,789 +925	+107%	+$306K	0.21%	30
2023 Q2	$294K	Hold	864	–	–	0.11%	37
2023 Q1	$249K	Hold	864	–	–	0.09%	45
2022 Q4	$207K	Hold	864	–	–	0.09%	46
2022 Q3	$201K	Hold	864	–	–	0.09%	50
2022 Q2	$222K	Buy	864 +47	+6%	+$12.8K	0.1%	49
2022 Q1	$252K	Hold	817	–	–	0.09%	45
2021 Q4	$275K	Sell	817 -400	-33%	-$130K	0.1%	41
2021 Q3	$343K	Hold	1,217	–	–	0.14%	34
2021 Q2	$330K	Sell	1,217 -10	-0.8%	-$2.54K	0.13%	35
2021 Q1	$289K	Hold	1,227	–	–	0.13%	37
2020 Q4	$273K	Buy	+1,227	New	+$264K	0.13%	39

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

ETF Portfolio Partners's MSFT Position: Q2 2026 in Review

ETF Portfolio Partners held its Microsoft (MSFT) position steady in Q2 2026 at 1,789 shares worth $667K. The position accounts for 0.16% of the portfolio, ranked #37.

ETF Portfolio Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $927K in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

ETF Portfolio Partners held 1,789 shares of Microsoft worth $667K as of Q2 2026.
ETF Portfolio Partners left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.16% of ETF Portfolio Partners's portfolio in Q2 2026, its #37 holding.
ETF Portfolio Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
ETF Portfolio Partners's Microsoft position peaked at $927K in Q3 2025.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.