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Iconiq Capital’s Microsoft MSFT Stock Holding History

Iconiq Capital’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 		$915K Sell
2,452
-146,869
-98% -$59.4M 0.03% 50
2026
Q1 		$55.3M Hold
149,321
– – 1.24% 16
2025
Q4 		$72.2M Sell
149,321
-1,685
-1% -$844K 1.09% 15
2025
Q3 		$78.2M Buy
151,006
+114,515
+314% +$58.4M 0.97% 15
2025
Q2 		$18.2M Buy
36,491
+3,059
+9% +$1.33M 0.31% 22
2025
Q1 		$12.6M Buy
33,432
+1,995
+6% +$813K 0.22% 23
2024
Q4 		$13.3M Buy
31,437
+14,160
+82% +$6.03M 0.21% 29
2024
Q3 		$7.43M Buy
17,277
+9,919
+135% +$4.24M 0.16% 29
2024
Q2 		$3.29M Buy
7,358
+3,680
+100% +$1.55M 0.07% 41
2024
Q1 		$1.55M Sell
3,678
-646
-15% -$262K 0.03% 42
2023
Q4 		$1.63M Sell
4,324
-30
-0.7% -$10.7K 0.03% 38
2023
Q3 		$1.37M Buy
4,354
+195
+5% +$64.4K 0.03% 38
2023
Q2 		$1.42M Sell
4,159
-10,284
-71% -$3.22M 0.02% 37
2023
Q1 		$4.16M Sell
14,443
-118
-0.8% -$30.1K 0.06% 27
2022
Q4 		$3.49M Sell
14,561
-35,296
-71% -$8.47M 0.05% 27
2022
Q3 		$11.6M Buy
49,857
+33,241
+200% +$8.78M 0.14% 22
2022
Q2 		$4.27M Sell
16,616
-157
-0.9% -$42.6K 0.05% 30
2022
Q1 		$5.17M Buy
16,773
+370
+2% +$111K 0.04% 31
2021
Q4 		$5.52M Buy
16,403
+4,469
+37% +$1.45M 0.03% 36
2021
Q3 		$3.36M Sell
11,934
-1,218
-9% -$354K 0.02% 39
2021
Q2 		$3.56M Hold
13,152
– – 0.02% 38
2021
Q1 		$3.1M Hold
13,152
– – 0.03% 33
2020
Q4 		$2.92M Hold
13,152
– – 0.07% 42
2020
Q3 		$2.77M Buy
+13,152
New +$2.76M 0.16% 42
2019
Q4 		– Sell
-2,238
Closed -$311K – 55
2019
Q3 		$311K Buy
+2,238
New +$308K 0.01% 47

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

Iconiq Capital's MSFT Position: Q2 2026 in Review

Iconiq Capital reduced its Microsoft (MSFT) stake by 98% in Q2 2026, selling an estimated $59.4M and leaving 2,452 shares worth $915K. The position accounts for 0.03% of the portfolio, ranked #50.

Iconiq Capital first reported a position in MSFT in Q3 2019 and has held it in 25 quarters since. The position peaked at $78.2M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Iconiq Capital held 2,452 shares of Microsoft worth $915K as of Q2 2026.
  • Iconiq Capital sold 146,869 Microsoft shares in Q2 2026, an estimated $59.4M.
  • Microsoft made up 0.03% of Iconiq Capital's portfolio in Q2 2026, its #50 holding.
  • Iconiq Capital first reported a position in Microsoft in Q3 2019 and has held it in 25 quarters since.
  • Iconiq Capital's Microsoft position peaked at $78.2M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Iconiq Capital's 13F filing for Q2 2026, filed 13 Aug 2026.