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Freestone Capital Holdings’s Microsoft MSFT Stock Holding History

Freestone Capital Holdings’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
2017
Q3 		– Sell
-7,000
Closed -$483K – 353
2017
Q2 		$483K Buy
+7,000
New +$481K 0.04% 259
2015
Q4 		– Sell
-500
Closed -$22K – 374
2015
Q3 		$22K Buy
+500
New +$22.5K ﹤0.01% 343

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freestone Capital Holdings's MSFT Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Microsoft (MSFT) stake by 0.09% in Q1 2026, selling an estimated $172K and leaving 449,738 shares worth $166M. The position accounts for 5.05% of the portfolio, ranked #3.

Freestone Capital Holdings first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $221M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Freestone Capital Holdings held 449,738 shares of Microsoft worth $166M as of Q1 2026.
  • Freestone Capital Holdings sold 412 Microsoft shares in Q1 2026, an estimated $172K.
  • Microsoft made up 5.05% of Freestone Capital Holdings's portfolio in Q1 2026, its #3 holding.
  • Freestone Capital Holdings first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Freestone Capital Holdings's Microsoft position peaked at $221M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.