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Invariant Investment Management’s Microsoft MSFT Stock Holding History

Invariant Investment Management’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 		$379K Buy
979
+102
+12% +$41.3K 0.22% 50
2026
Q1 		$327K Sell
877
-7
-0.8% -$2.93K 0.2% 54
2025
Q4 		$423K Buy
+884
New +$443K 0.27% 44

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Invariant Investment Management's MSFT Position: Q2 2026 in Review

Invariant Investment Management increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $41.3K and bringing the position to 979 shares worth $379K. The position accounts for 0.22% of the portfolio, ranked #50.

Invariant Investment Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $423K in Q4 2025. 4,492 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Invariant Investment Management held 979 shares of Microsoft worth $379K as of Q2 2026.
  • Invariant Investment Management bought 102 Microsoft shares in Q2 2026, an estimated $41.3K.
  • Microsoft made up 0.22% of Invariant Investment Management's portfolio in Q2 2026, its #50 holding.
  • Invariant Investment Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Invariant Investment Management's Microsoft position peaked at $423K in Q4 2025.
  • 4,492 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Invariant Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.