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FourThought Financial Partners’s Microsoft MSFT Stock Holding History

FourThought Financial 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 		$50.5M Buy
135,248
+3,122
+2% +$1.26M 3.9% 2
2026
Q1 		$48.9M Buy
132,126
+15,305
+13% +$6.4M 4.22% 1
2025
Q4 		$56.5M Buy
116,821
+1,915
+2% +$960K 4.77% 1
2025
Q3 		$59.5M Sell
114,906
-1,085
-0.9% -$553K 5.23% 1
2025
Q2 		$57.7M Buy
115,991
+1,824
+2% +$792K 5.7% 1
2025
Q1 		$42.9M Buy
114,167
+5,540
+5% +$2.26M 4.48% 1
2024
Q4 		$45.8M Buy
108,627
+3,734
+4% +$1.59M 4.76% 1
2024
Q3 		$45.1M Sell
104,893
-343
-0.3% -$147K 5.35% 1
2024
Q2 		$47M Sell
105,236
-1,353
-1% -$571K 6.05% 1
2024
Q1 		$44.8M Buy
106,589
+513
+0.5% +$208K 5.14% 1
2023
Q4 		$39.9M Sell
106,076
-1,350
-1% -$481K 5% 1
2023
Q3 		$33.9M Sell
107,426
-1,240
-1% -$410K 4.74% 1
2023
Q2 		$37M Sell
108,666
-2,504
-2% -$785K 4.87% 1
2023
Q1 		$32.1M Buy
111,170
+5,771
+5% +$1.47M 4.4% 1
2022
Q4 		$25.3M Buy
+105,399
New +$25.3M 3.66% 2

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FourThought Financial Partners's MSFT Position: Q2 2026 in Review

FourThought Financial Partners increased its Microsoft (MSFT) stake by 2.4% in Q2 2026, buying an estimated $1.26M and bringing the position to 135,248 shares worth $50.5M. The position accounts for 3.9% of the portfolio, ranked #2.

FourThought Financial Partners first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $59.5M in Q3 2025. 5,337 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • FourThought Financial Partners held 135,248 shares of Microsoft worth $50.5M as of Q2 2026.
  • FourThought Financial Partners bought 3,122 Microsoft shares in Q2 2026, an estimated $1.26M.
  • Microsoft made up 3.9% of FourThought Financial Partners's portfolio in Q2 2026, its #2 holding.
  • FourThought Financial Partners first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • FourThought Financial Partners's Microsoft position peaked at $59.5M in Q3 2025.
  • 5,337 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.