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Ethos Capital Management’s Microsoft MSFT Stock Holding History

Ethos Capital Management’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 		$2.69M Buy
7,211
+3,328
+86% +$1.35M 1.92% 12
2026
Q1 		$1.44M Buy
3,883
+641
+20% +$268K 1.23% 32
2025
Q4 		$1.57M Buy
+3,242
New +$1.62M 1.48% 22

Other funds holding MSFT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ethos Capital Management's MSFT Position: Q2 2026 in Review

Ethos Capital Management increased its Microsoft (MSFT) stake by 86% in Q2 2026, buying an estimated $1.35M and bringing the position to 7,211 shares worth $2.69M. The position accounts for 1.92% of the portfolio, ranked #12.

Ethos Capital Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 3,641 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ethos Capital Management held 7,211 shares of Microsoft worth $2.69M as of Q2 2026.
  • Ethos Capital Management bought 3,328 Microsoft shares in Q2 2026, an estimated $1.35M.
  • Microsoft made up 1.92% of Ethos Capital Management's portfolio in Q2 2026, its #12 holding.
  • Ethos Capital Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.