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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 $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

Freestone Capital Holdings's MSFT Position: Q2 2026 in Review

Freestone Capital Holdings increased its Microsoft (MSFT) stake by 5.4% in Q2 2026, buying an estimated $9.84M and bringing the position to 474,051 shares worth $177M. The position accounts for 4.58% of the portfolio, ranked #3.

Freestone Capital Holdings first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.87B in Q1 2020. 6,226 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Freestone Capital Holdings held 474,051 shares of Microsoft worth $177M as of Q2 2026.
  • Freestone Capital Holdings bought 24,313 Microsoft shares in Q2 2026, an estimated $9.84M.
  • Microsoft made up 4.58% of Freestone Capital Holdings's portfolio in Q2 2026, its #3 holding.
  • Freestone Capital Holdings first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Freestone Capital Holdings's Microsoft position peaked at $2.87B in Q1 2020.
  • 6,226 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.