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Foundry Financial Group’s Microsoft MSFT Stock Holding History

Foundry Financial Group’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 		$776K Sell
2,081
-7
-0.3% -$2.83K 0.34% 38
2026
Q1 		$773K Buy
2,088
+79
+4% +$33.1K 0.38% 36
2025
Q4 		$972K Buy
2,009
+124
+7% +$62.1K 0.49% 34
2025
Q3 		$976K Sell
1,885
-9
-0.5% -$4.59K 0.51% 33
2025
Q2 		$942K Buy
1,894
+94
+5% +$40.8K 0.54% 32
2025
Q1 		$676K Buy
1,800
+173
+11% +$70.5K 0.42% 40
2024
Q4 		$686K Sell
1,627
-65
-4% -$27.7K 0.42% 40
2024
Q3 		$728K Sell
1,692
-15
-0.9% -$6.41K 0.45% 38
2024
Q2 		$763K Buy
1,707
+22
+1% +$9.29K 0.53% 33
2024
Q1 		$709K Buy
1,685
+446
+36% +$181K 0.51% 34
2023
Q4 		$466K Buy
+1,239
New +$441K 0.4% 38

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

Foundry Financial Group's MSFT Position: Q2 2026 in Review

Foundry Financial Group reduced its Microsoft (MSFT) stake by 0.34% in Q2 2026, selling an estimated $2.83K and leaving 2,081 shares worth $776K. The position accounts for 0.34% of the portfolio, ranked #38.

Foundry Financial Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $976K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Foundry Financial Group held 2,081 shares of Microsoft worth $776K as of Q2 2026.
  • Foundry Financial Group sold 7 Microsoft shares in Q2 2026, an estimated $2.83K.
  • Microsoft made up 0.34% of Foundry Financial Group's portfolio in Q2 2026, its #38 holding.
  • Foundry Financial Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Foundry Financial Group's Microsoft position peaked at $976K in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.