Kilter Group’s Microsoft MSFT Stock Holding History

Kilter Group’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	$881K	Buy	2,361 +237	+11%	+$95.9K	0.32%	31
2026 Q1	$786K	Buy	2,124 +230	+12%	+$96.2K	0.34%	29
2025 Q4	$916K	Buy	1,894 +174	+10%	+$87.2K	0.4%	28
2025 Q3	$891K	Buy	1,720 +118	+7%	+$60.2K	0.42%	28
2025 Q2	$797K	Buy	1,602 +3	+0.2%	+$1.3K	0.36%	29
2025 Q1	$600K	Sell	1,599 -9	-0.6%	-$3.67K	0.39%	26
2024 Q4	$678K	Buy	+1,608	New	+$685K	0.44%	26

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

Kilter Group's MSFT Position: Q2 2026 in Review

Kilter Group increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $95.9K and bringing the position to 2,361 shares worth $881K. The position accounts for 0.32% of the portfolio, ranked #31.

Kilter Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $916K in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Kilter Group held 2,361 shares of Microsoft worth $881K as of Q2 2026.
Kilter Group bought 237 Microsoft shares in Q2 2026, an estimated $95.9K.
Microsoft made up 0.32% of Kilter Group's portfolio in Q2 2026, its #31 holding.
Kilter Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Kilter Group's Microsoft position peaked at $916K in Q4 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.