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Interchange Capital Partners’s Microsoft MSFT Stock Holding History

Interchange Capital 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 		$12.1M Buy
32,455
+7,682
+31% +$3.11M 2.28% 5
2026
Q1 		$9.27M Sell
24,773
-8,603
-26% -$3.6M 2.93% 4
2025
Q4 		$16.1M Buy
33,376
+922
+3% +$462K 2.99% 5
2025
Q3 		$16.8M Buy
32,454
+6,055
+23% +$3.09M 3.29% 5
2025
Q2 		$13.1M Buy
26,399
+165
+0.6% +$71.7K 3.03% 6
2025
Q1 		$9.85M Buy
26,234
+7,200
+38% +$2.94M 2.76% 5
2024
Q4 		$8.03M Sell
19,034
-924
-5% -$394K 2.89% 5
2024
Q3 		$8.59M Sell
19,958
-286
-1% -$122K 3.02% 3
2024
Q2 		$9.05M Buy
20,244
+12,534
+163% +$5.29M 3.3% 3
2024
Q1 		$3.25M Sell
7,710
-164
-2% -$66.4K 2.19% 7
2023
Q4 		$2.96M Sell
7,874
-2,331
-23% -$830K 2.22% 10
2023
Q3 		$3.22M Buy
10,205
+392
+4% +$130K 2.56% 6
2023
Q2 		$3.34M Sell
9,813
-3,919
-29% -$1.23M 2.55% 9
2023
Q1 		$3.97M Buy
13,732
+7,662
+126% +$1.95M 2.15% 8
2022
Q4 		$1.46M Sell
6,070
-756
-11% -$181K 1.48% 15
2022
Q3 		$1.59M Buy
6,826
+1,312
+24% +$346K 1.74% 12
2022
Q2 		$1.42M Buy
5,514
+2,389
+76% +$648K 1.59% 14
2022
Q1 		$963K Buy
3,125
+1,663
+114% +$500K 0.99% 18
2021
Q4 		$491K Sell
1,462
-5,684
-80% -$1.84M 0.49% 68
2021
Q3 		$2.01M Sell
7,146
-538
-7% -$157K 3.37% 2
2021
Q2 		$2.08M Sell
7,684
-213
-3% -$54.1K 3.22% 2
2021
Q1 		$2.05M Sell
7,897
-1,081
-12% -$251K 1.11% 11
2020
Q4 		$2M Buy
+8,978
New +$1.93M 1.08% 10

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

Interchange Capital Partners's MSFT Position: Q2 2026 in Review

Interchange Capital Partners increased its Microsoft (MSFT) stake by 31% in Q2 2026, buying an estimated $3.11M and bringing the position to 32,455 shares worth $12.1M. The position accounts for 2.28% of the portfolio, ranked #5.

Interchange Capital Partners first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.8M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Interchange Capital Partners held 32,455 shares of Microsoft worth $12.1M as of Q2 2026.
  • Interchange Capital Partners bought 7,682 Microsoft shares in Q2 2026, an estimated $3.11M.
  • Microsoft made up 2.28% of Interchange Capital Partners's portfolio in Q2 2026, its #5 holding.
  • Interchange Capital Partners first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Interchange Capital Partners's Microsoft position peaked at $16.8M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.