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Keynote Financial Services’s Microsoft MSFT Stock Holding History

Keynote Financial Services’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 		$4.25M Buy
11,401
+882
+8% +$357K 1.99% 10
2026
Q1 		$3.89M Buy
10,519
+459
+5% +$192K 2.07% 8
2025
Q4 		$4.87M Sell
10,060
-74
-0.7% -$37.1K 2.72% 6
2025
Q3 		$5.25M Sell
10,134
-144
-1% -$73.5K 3.17% 3
2025
Q2 		$5.11M Sell
10,278
-183
-2% -$79.5K 3.44% 3
2025
Q1 		$3.93M Buy
10,461
+15
+0.1% +$6.12K 2.8% 5
2024
Q4 		$4.4M Sell
10,446
-305
-3% -$130K 3.38% 3
2024
Q3 		$4.63M Sell
10,751
-27
-0.3% -$11.5K 3.53% 3
2024
Q2 		$4.82M Buy
10,778
+284
+3% +$120K 4.03% 3
2024
Q1 		$4.42M Buy
+10,494
New +$4.25M 3.7% 3

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 $3.38T AUM 44.17% 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

Keynote Financial Services's MSFT Position: Q2 2026 in Review

Keynote Financial Services increased its Microsoft (MSFT) stake by 8.4% in Q2 2026, buying an estimated $357K and bringing the position to 11,401 shares worth $4.25M. The position accounts for 1.99% of the portfolio, ranked #10.

Keynote Financial Services first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.25M in Q3 2025. 6,253 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Keynote Financial Services held 11,401 shares of Microsoft worth $4.25M as of Q2 2026.
  • Keynote Financial Services bought 882 Microsoft shares in Q2 2026, an estimated $357K.
  • Microsoft made up 1.99% of Keynote Financial Services's portfolio in Q2 2026, its #10 holding.
  • Keynote Financial Services first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
  • Keynote Financial Services's Microsoft position peaked at $5.25M in Q3 2025.
  • 6,253 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.