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Greenspring Advisors’s Microsoft MSFT Stock Holding History

Greenspring Advisors’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 		$9.69M Buy
25,974
+1,444
+6% +$584K 0.54% 23
2026
Q1 		$9.08M Buy
24,530
+162
+0.7% +$67.8K 0.55% 21
2025
Q4 		$11.8M Buy
24,368
+17,337
+247% +$8.69M 0.72% 18
2025
Q3 		$3.64M Buy
+7,031
New +$3.59M 0.64% 12
2025
Q1 		$2.51M Buy
6,697
+733
+12% +$299K 0.6% 12
2024
Q4 		$2.51M Buy
5,964
+927
+18% +$395K 0.55% 13
2024
Q3 		$2.17M Buy
5,037
+860
+21% +$368K 0.47% 13
2024
Q2 		$1.87M Sell
4,177
-540
-11% -$228K 0.45% 15
2024
Q1 		$1.98M Sell
4,717
-127
-3% -$51.4K 0.5% 13
2023
Q4 		$1.82M Sell
4,844
-78
-2% -$27.8K 0.5% 16
2023
Q3 		$1.55M Sell
4,922
-19
-0.4% -$6.28K 0.49% 18
2023
Q2 		$1.68M Sell
4,941
-93
-2% -$29.1K 0.52% 17
2023
Q1 		$1.45M Buy
5,034
+355
+8% +$90.6K 0.32% 38
2022
Q4 		$1.12M Sell
4,679
-42
-0.9% -$10.1K 0.3% 42
2022
Q3 		$1.1M Sell
4,721
-30
-0.6% -$7.92K 0.34% 36
2022
Q2 		$1.22M Sell
4,751
-95
-2% -$25.8K 0.36% 31
2022
Q1 		$1.49M Buy
4,846
+102
+2% +$30.7K 0.4% 26
2021
Q4 		$1.6M Buy
+4,744
New +$1.54M 0.41% 23

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

Greenspring Advisors's MSFT Position: Q2 2026 in Review

Greenspring Advisors increased its Microsoft (MSFT) stake by 5.9% in Q2 2026, buying an estimated $584K and bringing the position to 25,974 shares worth $9.69M. The position accounts for 0.54% of the portfolio, ranked #23.

Greenspring Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.8M in Q4 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Greenspring Advisors held 25,974 shares of Microsoft worth $9.69M as of Q2 2026.
  • Greenspring Advisors bought 1,444 Microsoft shares in Q2 2026, an estimated $584K.
  • Microsoft made up 0.54% of Greenspring Advisors's portfolio in Q2 2026, its #23 holding.
  • Greenspring Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Greenspring Advisors's Microsoft position peaked at $11.8M in Q4 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.