Grove Street Fiduciary’s Microsoft MSFT Stock Holding History

Grove Street Fiduciary’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	$1.34M	Sell	3,595 -10	-0.3%	-$4.05K	0.57%	29
2026 Q1	$1.33M	Sell	3,605 -298	-8%	-$125K	0.59%	29
2025 Q4	$1.89M	Sell	3,903 -263	-6%	-$132K	0.79%	24
2025 Q3	$2.16M	Hold	4,166	–	–	1.02%	21
2025 Q2	$2.07M	Sell	4,166 -9	-0.2%	-$3.91K	1%	22
2025 Q1	$1.57M	Buy	4,175 +1,099	+36%	+$448K	0.79%	22
2024 Q4	$1.3M	Buy	+3,076	New	+$1.31M	0.68%	25

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Grove Street Fiduciary's MSFT Position: Q2 2026 in Review

Grove Street Fiduciary reduced its Microsoft (MSFT) stake by 0.28% in Q2 2026, selling an estimated $4.05K and leaving 3,595 shares worth $1.34M. The position accounts for 0.57% of the portfolio, ranked #29.

Grove Street Fiduciary first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.16M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Grove Street Fiduciary held 3,595 shares of Microsoft worth $1.34M as of Q2 2026.
Grove Street Fiduciary sold 10 Microsoft shares in Q2 2026, an estimated $4.05K.
Microsoft made up 0.57% of Grove Street Fiduciary's portfolio in Q2 2026, its #29 holding.
Grove Street Fiduciary first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Grove Street Fiduciary's Microsoft position peaked at $2.16M in Q3 2025.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Grove Street Fiduciary's 13F filing for Q2 2026, filed 23 Jul 2026.