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Independent Financial Group’s Microsoft MSFT Stock Holding History

Independent Financial Group’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 		$72M Buy
193,067
+7,956
+4% +$3.22M 1.35% 9
2026
Q1 		$68.5M Buy
185,111
+1,582
+0.9% +$662K 1.54% 8
2025
Q4 		$88.8M Buy
183,529
+13,056
+8% +$6.54M 1.98% 5
2025
Q3 		$88.3M Buy
170,473
+3,192
+2% +$1.63M 2.12% 5
2025
Q2 		$83.2M Buy
167,281
+8,445
+5% +$3.67M 2.29% 5
2025
Q1 		$59.6M Sell
158,836
-1,049
-0.7% -$428K 2.05% 6
2024
Q4 		$67.4M Buy
159,885
+10,727
+7% +$4.57M 2.24% 5
2024
Q3 		$64.2M Sell
149,158
-3,623
-2% -$1.55M 2.36% 4
2024
Q2 		$68.3M Buy
152,781
+9,898
+7% +$4.18M 2.74% 3
2024
Q1 		$60.1M Buy
142,883
+944
+0.7% +$382K 2.76% 3
2023
Q4 		$53.4M Buy
141,939
+14,397
+11% +$5.12M 2.85% 3
2023
Q3 		$40.3M Buy
127,542
+10,170
+9% +$3.36M 2.62% 3
2023
Q2 		$40M Buy
117,372
+8,005
+7% +$2.51M 2.76% 3
2023
Q1 		$31.5M Buy
109,367
+8,430
+8% +$2.15M 2.52% 3
2022
Q4 		$24.2M Buy
100,937
+1,024
+1% +$246K 2.08% 5
2022
Q3 		$23.3M Sell
99,913
-4,367
-4% -$1.15M 2.11% 6
2022
Q2 		$26.8M Sell
104,280
-500
-0.5% -$136K 2.86% 2
2022
Q1 		$32.3M Buy
104,780
+6,687
+7% +$2.01M 2.63% 6
2021
Q4 		$33M Buy
98,093
+3,938
+4% +$1.28M 2.73% 6
2021
Q3 		$26.5M Buy
94,155
+3,919
+4% +$1.14M 2.71% 5
2021
Q2 		$24.4M Buy
90,236
+5,276
+6% +$1.34M 2.59% 5
2021
Q1 		$20M Buy
84,960
+251
+0.3% +$58.2K 2.59% 3
2020
Q4 		$18.8M Buy
84,709
+2,176
+3% +$468K 2.78% 3
2020
Q3 		$17.4M Buy
82,533
+2,999
+4% +$630K 3.26% 4
2020
Q2 		$16.2M Buy
79,534
+2,577
+3% +$468K 3.56% 3
2020
Q1 		$12.1M Buy
+76,957
New +$12.7M 3.57% 3

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Independent Financial Group's MSFT Position: Q2 2026 in Review

Independent Financial Group increased its Microsoft (MSFT) stake by 4.3% in Q2 2026, buying an estimated $3.22M and bringing the position to 193,067 shares worth $72M. The position accounts for 1.35% of the portfolio, ranked #9.

Independent Financial Group first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $88.8M in Q4 2025. 5,957 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Independent Financial Group held 193,067 shares of Microsoft worth $72M as of Q2 2026.
  • Independent Financial Group bought 7,956 Microsoft shares in Q2 2026, an estimated $3.22M.
  • Microsoft made up 1.35% of Independent Financial Group's portfolio in Q2 2026, its #9 holding.
  • Independent Financial Group first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Microsoft position peaked at $88.8M in Q4 2025.
  • 5,957 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.