Gradient Investments’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $114M | Sell |
304,934
-14,661
| -5% | -$5.93M | 1.57% | 11 |
|
|
2026
Q1 | $118M | Buy |
319,595
+20,436
| +7% | +$8.55M | 1.83% | 8 |
|
|
2025
Q4 | $145M | Buy |
299,159
+13,996
| +5% | +$7.01M | 2.3% | 2 |
|
|
2025
Q3 | $148M | Buy |
285,163
+11,770
| +4% | +$6M | 2.47% | 3 |
|
|
2025
Q2 | $136M | Sell |
273,393
-1,950
| -0.7% | -$847K | 2.49% | 2 |
|
|
2025
Q1 | $103M | Buy |
275,343
+35,785
| +15% | +$14.6M | 2.08% | 4 |
|
|
2024
Q4 | $101M | Buy |
239,558
+44,333
| +23% | +$18.9M | 2.04% | 9 |
|
|
2024
Q3 | $84M | Buy |
195,225
+607
| +0.3% | +$259K | 1.75% | 10 |
|
|
2024
Q2 | $87M | Buy |
194,618
+15,575
| +9% | +$6.58M | 1.95% | 6 |
|
|
2024
Q1 | $75.3M | Buy |
179,043
+16,356
| +10% | +$6.62M | 1.75% | 9 |
|
|
2023
Q4 | $61.2M | Buy |
162,687
+13,995
| +9% | +$4.98M | 1.48% | 12 |
|
|
2023
Q3 | $46.9M | Buy |
148,692
+2,110
| +1% | +$697K | 1.24% | 16 |
|
|
2023
Q2 | $49.9M | Sell |
146,582
-11,700
| -7% | -$3.67M | 1.29% | 16 |
|
|
2023
Q1 | $45.6M | Buy |
158,282
+674
| +0.4% | +$172K | 1.24% | 15 |
|
|
2022
Q4 | $37.8M | Buy |
157,608
+7,469
| +5% | +$1.79M | 1.19% | 18 |
|
|
2022
Q3 | $35M | Buy |
150,139
+6,480
| +5% | +$1.71M | 1.07% | 20 |
|
|
2022
Q2 | $36.9M | Sell |
143,659
-11,686
| -8% | -$3.17M | 1.08% | 20 |
|
|
2022
Q1 | $47.9M | Buy |
155,345
+2,358
| +2% | +$709K | 1.23% | 17 |
|
|
2021
Q4 | $51.5M | Buy |
152,987
+13,039
| +9% | +$4.23M | 1.3% | 13 |
|
|
2021
Q3 | $39.5M | Buy |
139,948
+5,138
| +4% | +$1.49M | 1.11% | 19 |
|
|
2021
Q2 | $36.5M | Buy |
134,810
+2,734
| +2% | +$695K | 1.07% | 18 |
|
|
2021
Q1 | $31.1M | Buy |
132,076
+45,443
| +52% | +$10.5M | 1.01% | 19 |
|
|
2020
Q4 | $18.2M | Sell |
86,633
-620
| -0.7% | -$133K | 0.77% | 27 |
|
|
2020
Q3 | $18.4M | Buy |
87,253
+8,063
| +10% | +$1.69M | 0.77% | 27 |
|
|
2020
Q2 | $16.1M | Buy |
79,190
+1,398
| +2% | +$254K | 0.73% | 27 |
|
|
2020
Q1 | $12.3M | Buy |
77,792
+7,096
| +10% | +$1.17M | 0.66% | 28 |
|
|
2019
Q4 | $11.1M | Buy |
70,696
+9,138
| +15% | +$1.34M | 0.5% | 53 |
|
|
2019
Q3 | $8.56M | Buy |
61,558
+11,156
| +22% | +$1.53M | 0.42% | 75 |
|
|
2019
Q2 | $6.75M | Buy |
50,402
+29,538
| +142% | +$3.75M | 0.35% | 80 |
|
|
2019
Q1 | $2.46M | Buy |
20,864
+7,228
| +53% | +$789K | 0.16% | 95 |
|
|
2018
Q4 | $1.39M | Buy |
13,636
+3,648
| +37% | +$391K | 0.08% | 122 |
|
|
2018
Q3 | $1.14M | Sell |
9,988
-4
| -0% | -$434 | 0.06% | 148 |
|
|
2018
Q2 | $985K | Buy |
9,992
+389
| +4% | +$37.7K | 0.05% | 143 |
|
|
2018
Q1 | $876K | Buy |
9,603
+887
| +10% | +$81.1K | 0.05% | 142 |
|
|
2017
Q4 | $746K | Sell |
8,716
-712
| -8% | -$58.4K | 0.04% | 149 |
|
|
2017
Q3 | $702K | Buy |
9,428
+1,825
| +24% | +$133K | 0.04% | 142 |
|
|
2017
Q2 | $524K | Sell |
7,603
-937
| -11% | -$64.3K | 0.04% | 152 |
|
|
2017
Q1 | $562K | Buy |
8,540
+1,493
| +21% | +$95.7K | 0.04% | 121 |
|
|
2016
Q4 | $438K | Buy |
7,047
+1,010
| +17% | +$60.7K | 0.04% | 131 |
|
|
2016
Q3 | $348K | Sell |
6,037
-77,354
| -93% | -$4.37M | 0.03% | 145 |
|
|
2016
Q2 | $4.27M | Buy |
83,391
+10,721
| +15% | +$557K | 0.46% | 57 |
|
|
2016
Q1 | $4.01M | Buy |
72,670
+1,248
| +2% | +$65.4K | 0.5% | 48 |
|
|
2015
Q4 | $3.96M | Sell |
71,422
-4,251
| -6% | -$224K | 0.53% | 32 |
|
|
2015
Q3 | $3.35M | Buy |
75,673
+72,564
| +2,334% | +$3.26M | 0.48% | 49 |
|
|
2015
Q2 | $137K | Buy |
3,109
+541
| +21% | +$24.7K | 0.02% | 187 |
|
|
2015
Q1 | $104K | Buy |
2,568
+140
| +6% | +$6.09K | 0.02% | 195 |
|
|
2014
Q4 | $113K | Sell |
2,428
-65,316
| -96% | -$3.07M | 0.02% | 184 |
|
|
2014
Q3 | $3.14M | Buy |
67,744
+4,615
| +7% | +$206K | 0.57% | 29 |
|
|
2014
Q2 | $2.63M | Buy |
63,129
+8,250
| +15% | +$334K | 0.52% | 44 |
|
|
2014
Q1 | $2.25M | Buy |
54,879
+52,246
| +1,984% | +$1.96M | 0.52% | 33 |
|
|
2013
Q4 | $99K | Buy |
2,633
+1,703
| +183% | +$61.9K | 0.03% | 186 |
|
|
2013
Q3 | $31K | Buy |
930
+140
| +18% | +$4.61K | 0.01% | 201 |
|
|
2013
Q2 | $27K | Buy |
+790
| New | +$25.9K | 0.01% | 209 |
|
Other funds holding MSFT
UBP
LMFP
PAM
CRM
Gradient Investments's MSFT Position: Q2 2026 in Review
Gradient Investments reduced its Microsoft (MSFT) stake by 4.6% in Q2 2026, selling an estimated $5.93M and leaving 304,934 shares worth $114M. The position accounts for 1.57% of the portfolio, ranked #11.
Gradient Investments first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $148M in Q3 2025. 1,571 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Gradient Investments held 304,934 shares of Microsoft worth $114M as of Q2 2026.
- Gradient Investments sold 14,661 Microsoft shares in Q2 2026, an estimated $5.93M.
- Microsoft made up 1.57% of Gradient Investments's portfolio in Q2 2026, its #11 holding.
- Gradient Investments first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
- Gradient Investments's Microsoft position peaked at $148M in Q3 2025.
- 1,571 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.