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Jordan Park Trust’s Microsoft MSFT Stock Holding History

Jordan Park Trust’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 		$352K Sell
943
-105
-10% -$42.5K 0.25% 9
2026
Q1 		$388K Hold
1,048
– – 0.3% 9
2025
Q4 		$507K Sell
1,048
-161
-13% -$80.7K 0.35% 8
2025
Q3 		$626K Sell
1,209
-94
-7% -$48K 0.61% 6
2025
Q2 		$648K Buy
1,303
+171
+15% +$74.3K 0.6% 5
2025
Q1 		$425K Sell
1,132
-9
-0.8% -$3.67K 0.4% 7
2024
Q4 		$481K Buy
+1,141
New +$486K 0.4% 8

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

Jordan Park Trust's MSFT Position: Q2 2026 in Review

Jordan Park Trust reduced its Microsoft (MSFT) stake by 10% in Q2 2026, selling an estimated $42.5K and leaving 943 shares worth $352K. The position accounts for 0.25% of the portfolio, ranked #9.

Jordan Park Trust first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $648K in Q2 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Jordan Park Trust held 943 shares of Microsoft worth $352K as of Q2 2026.
  • Jordan Park Trust sold 105 Microsoft shares in Q2 2026, an estimated $42.5K.
  • Microsoft made up 0.25% of Jordan Park Trust's portfolio in Q2 2026, its #9 holding.
  • Jordan Park Trust first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Jordan Park Trust's Microsoft position peaked at $648K in Q2 2025.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Jordan Park Trust's 13F filing for Q2 2026, filed 27 Jul 2026.