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
2025 Q2	–	Sell	-400	Closed	-$150K	–	476
2025 Q1	$150K	Buy	400 +396	+9,900%	+$161K	0.01%	429
2024 Q4	$2.12K	Sell	4 -396	-99%	-$169K	﹤0.01%	443
2024 Q3	$172K	Hold	400	–	–	0.01%	419
2024 Q2	$179K	Buy	+400	New	+$169K	0.01%	438
2023 Q1	–	Sell	-5,500	Closed	-$1.32M	–	392
2022 Q4	$1.32M	Buy	+5,500	New	+$1.32M	0.06%	171
2017 Q2	–	Sell	-3,000	Closed	-$3K	–	353
2017 Q1	$3K	Hold	3,000	–	–	﹤0.01%	344
2016 Q4	$186K	Sell	3,000 -2,500	-45%	-$150K	0.02%	327
2016 Q3	$317K	Buy	+5,500	New	+$310K	0.03%	300
2016 Q1	–	Sell	-100	Closed	-$6K	–	358
2015 Q4	$6K	Buy	+100	New	+$5.26K	﹤0.01%	360

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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.