INVST’s Microsoft MSFT Stock Holding History

INVST’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	–	Sell	-300	Closed	-$111K	–	357
2026 Q1	$111K	Buy	+300	New	+$126K	0.01%	323

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

INVST's MSFT Position: Q2 2026 in Review

INVST increased its Microsoft (MSFT) stake by 8.6% in Q2 2026, buying an estimated $407K and bringing the position to 12,661 shares worth $4.72M. The position accounts for 0.46% of the portfolio, ranked #46.

INVST first reported a position in MSFT in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.02M in Q2 2024. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

INVST held 12,661 shares of Microsoft worth $4.72M as of Q2 2026.
INVST bought 1,006 Microsoft shares in Q2 2026, an estimated $407K.
Microsoft made up 0.46% of INVST's portfolio in Q2 2026, its #46 holding.
INVST first reported a position in Microsoft in Q3 2017 and has held it in 36 quarters since.
INVST's Microsoft position peaked at $7.02M in Q2 2024.
6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.