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Fortress Private Ledger’s Microsoft MSFT Stock Holding History

Fortress Private Ledger’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 		$8.17M Buy
21,914
+498
+2% +$201K 2.22% 5
2026
Q1 		$7.93M Buy
21,416
+2,249
+12% +$941K 2.48% 6
2025
Q4 		$9.27M Buy
19,167
+2,162
+13% +$1.08M 3.05% 5
2025
Q3 		$8.81M Buy
17,005
+4,185
+33% +$2.13M 3.21% 5
2025
Q2 		$6.38M Buy
12,820
+413
+3% +$179K 2.9% 5
2025
Q1 		$4.66M Buy
12,407
+799
+7% +$326K 2.6% 5
2024
Q4 		$4.89M Buy
+11,608
New +$4.94M 2.99% 5

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

Fortress Private Ledger's MSFT Position: Q2 2026 in Review

Fortress Private Ledger increased its Microsoft (MSFT) stake by 2.3% in Q2 2026, buying an estimated $201K and bringing the position to 21,914 shares worth $8.17M. The position accounts for 2.22% of the portfolio, ranked #5.

Fortress Private Ledger first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.27M in Q4 2025. 6,228 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Fortress Private Ledger held 21,914 shares of Microsoft worth $8.17M as of Q2 2026.
  • Fortress Private Ledger bought 498 Microsoft shares in Q2 2026, an estimated $201K.
  • Microsoft made up 2.22% of Fortress Private Ledger's portfolio in Q2 2026, its #5 holding.
  • Fortress Private Ledger first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Fortress Private Ledger's Microsoft position peaked at $9.27M in Q4 2025.
  • 6,228 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.