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Great Diamond Partners’s Microsoft MSFT Stock Holding History

Great Diamond 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 		$10.3M Sell
27,596
-892
-3% -$361K 1.77% 9
2026
Q1 		$10.5M Sell
28,488
-1,088
-4% -$455K 2.03% 8
2025
Q4 		$14.3M Sell
29,576
-296
-1% -$148K 2.75% 6
2025
Q3 		$15.5M Sell
29,872
-530
-2% -$270K 3% 5
2025
Q2 		$15.1M Buy
30,402
+6,364
+26% +$2.76M 3.19% 4
2025
Q1 		$9.02M Sell
24,038
-1,387
-5% -$565K 2.47% 7
2024
Q4 		$10.7M Sell
25,425
-445
-2% -$190K 2.77% 6
2024
Q3 		$11.1M Sell
25,870
-5,743
-18% -$2.45M 2.83% 5
2024
Q2 		$14.1M Sell
31,613
-1,556
-5% -$657K 3.32% 5
2024
Q1 		$14M Sell
33,169
-1,872
-5% -$758K 3.2% 4
2023
Q4 		$13.2M Sell
35,041
-1,264
-3% -$450K 3.25% 4
2023
Q3 		$11.5M Buy
36,305
+1,991
+6% +$658K 3.1% 4
2023
Q2 		$11.7M Sell
34,314
-122
-0.4% -$38.2K 3.09% 4
2023
Q1 		$9.93M Sell
34,436
-725
-2% -$185K 2.88% 5
2022
Q4 		$8.43M Sell
35,161
-6,387
-15% -$1.53M 2.6% 3
2022
Q3 		$9.68M Buy
41,548
+516
+1% +$136K 3.31% 3
2022
Q2 		$10.5M Sell
41,032
-1,101
-3% -$299K 3.5% 3
2022
Q1 		$13M Sell
42,133
-731
-2% -$220K 3.62% 3
2021
Q4 		$14.4M Sell
42,864
-676
-2% -$219K 3.71% 4
2021
Q3 		$12.3M Buy
43,540
+3,230
+8% +$940K 3.36% 5
2021
Q2 		$10.9M Sell
40,310
-323
-0.8% -$82.1K 3.09% 5
2021
Q1 		$9.58M Sell
40,633
-722
-2% -$168K 2.95% 4
2020
Q4 		$9.2M Buy
41,355
+347
+0.8% +$74.6K 2.93% 4
2020
Q3 		$8.63M Buy
41,008
+2,515
+7% +$528K 3.16% 5
2020
Q2 		$7.83M Sell
38,493
-2,462
-6% -$447K 3.24% 5
2020
Q1 		$6.46M Sell
40,955
-3,047
-7% -$501K 3.32% 5
2019
Q4 		$6.94M Buy
+44,002
New +$6.46M 2.64% 6

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Great Diamond Partners's MSFT Position: Q2 2026 in Review

Great Diamond Partners reduced its Microsoft (MSFT) stake by 3.1% in Q2 2026, selling an estimated $361K and leaving 27,596 shares worth $10.3M. The position accounts for 1.77% of the portfolio, ranked #9.

Great Diamond Partners first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.5M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Great Diamond Partners held 27,596 shares of Microsoft worth $10.3M as of Q2 2026.
  • Great Diamond Partners sold 892 Microsoft shares in Q2 2026, an estimated $361K.
  • Microsoft made up 1.77% of Great Diamond Partners's portfolio in Q2 2026, its #9 holding.
  • Great Diamond Partners first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Great Diamond Partners's Microsoft position peaked at $15.5M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.