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Freestone Grove Partners’s Microsoft MSFT Stock Holding History

Freestone Grove 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 		$119M Buy
320,109
+111,804
+54% +$45.2M 0.77% 15
2026
Q1 		$77.1M Buy
208,305
+44,039
+27% +$18.4M 0.54% 38
2025
Q4 		$79.4M Sell
164,266
-71,250
-30% -$35.7M 0.57% 27
2025
Q3 		$122M Buy
235,516
+41,823
+22% +$21.3M 0.91% 6
2025
Q2 		$96.3M Buy
193,693
+30,326
+19% +$13.2M 0.73% 18
2025
Q1 		$61.3M Buy
163,367
+35,550
+28% +$14.5M 0.63% 37
2024
Q4 		$53.9M Buy
+127,817
New +$54.4M 0.66% 40

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 Grove Partners's MSFT Position: Q2 2026 in Review

Freestone Grove Partners increased its Microsoft (MSFT) stake by 54% in Q2 2026, buying an estimated $45.2M and bringing the position to 320,109 shares worth $119M. The position accounts for 0.77% of the portfolio, ranked #15.

Freestone Grove Partners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $122M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Freestone Grove Partners held 320,109 shares of Microsoft worth $119M as of Q2 2026.
  • Freestone Grove Partners bought 111,804 Microsoft shares in Q2 2026, an estimated $45.2M.
  • Microsoft made up 0.77% of Freestone Grove Partners's portfolio in Q2 2026, its #15 holding.
  • Freestone Grove Partners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Freestone Grove Partners's Microsoft position peaked at $122M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.