Grafton Street Partners’s Microsoft MSFT Stock Holding History

Grafton Street 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 Q1	$17.2M	Hold	46,568	–	–	10.3%	5
2025 Q4	$22.5M	Sell	46,568 -3,304	-7%	-$1.66M	11.03%	6
2025 Q3	$25.8M	Hold	49,872	–	–	13.92%	2
2025 Q2	$24.8M	Buy	49,872 +4,036	+9%	+$1.75M	15.66%	1
2025 Q1	$17.2M	Buy	45,836 +26,642	+139%	+$10.9M	13.22%	3
2024 Q4	$8.09M	Hold	19,194	–	–	5.88%	8
2024 Q3	$8.26M	Hold	19,194	–	–	6.55%	6
2024 Q2	$8.58M	Hold	19,194	–	–	7.19%	7
2024 Q1	$8.08M	Sell	19,194 -1,171	-6%	-$474K	7.37%	8
2023 Q4	$7.66M	Buy	+20,365	New	+$7.25M	7.77%	9

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Grafton Street Partners's MSFT Position: Q1 2026 in Review

Grafton Street Partners held its Microsoft (MSFT) position steady in Q1 2026 at 46,568 shares worth $17.2M. The position accounts for 10.3% of the portfolio, ranked #5.

Grafton Street Partners first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.8M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Grafton Street Partners held 46,568 shares of Microsoft worth $17.2M as of Q1 2026.
Grafton Street Partners left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 10.3% of Grafton Street Partners's portfolio in Q1 2026, its #5 holding.
Grafton Street Partners first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Grafton Street Partners's Microsoft position peaked at $25.8M in Q3 2025.
6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Grafton Street Partners's 13F filing for Q1 2026, filed 15 May 2026.