Iron Gate Global Advisors’s Microsoft MSFT Stock Holding History

Iron Gate Global Advisors’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
2024 Q3	–	Sell	-1,300	Closed	-$193K	–	98
2024 Q2	$193K	Hold	1,300	–	–	0.03%	93
2024 Q1	$169K	Sell	1,300 -2,800	-68%	-$1.13M	0.03%	93
2023 Q4	$410K	Hold	4,100	–	–	0.08%	59
2023 Q3	$284K	Sell	4,100 -1,400	-25%	-$463K	0.06%	67
2023 Q2	$694K	Buy	5,500 +900	+20%	+$282K	0.15%	48
2023 Q1	$256K	Hold	4,600	–	–	0.06%	74
2022 Q4	$146K	Sell	4,600 -100	-2%	-$24K	0.04%	85
2022 Q3	$105K	Buy	+4,700	New	+$1.24M	0.03%	82

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

Iron Gate Global Advisors's MSFT Position: Q2 2026 in Review

Iron Gate Global Advisors increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $9.74M and bringing the position to 147,040 shares worth $54.8M. The position accounts for 5.3% of the portfolio, ranked #9.

Iron Gate Global Advisors first reported a position in MSFT in Q2 2017 and has held it in 37 quarters since. The position peaked at $60M in Q3 2025. 6,228 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Iron Gate Global Advisors held 147,040 shares of Microsoft worth $54.8M as of Q2 2026.
Iron Gate Global Advisors bought 24,074 Microsoft shares in Q2 2026, an estimated $9.74M.
Microsoft made up 5.3% of Iron Gate Global Advisors's portfolio in Q2 2026, its #9 holding.
Iron Gate Global Advisors first reported a position in Microsoft in Q2 2017 and has held it in 37 quarters since.
Iron Gate Global Advisors's Microsoft position peaked at $60M in Q3 2025.
6,228 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.