Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Microsoft MSFT Stock Holding History

Kovitz Investment Group Partners’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
2025
Q2 		– Sell
-4,600
Closed -$1.03M – 1386
2025
Q1 		$1.03M Buy
4,600
+36
+0.8% +$14.7K 0.01% 732
2024
Q4 		$315K Buy
+4,564
New +$1.94M ﹤0.01% 1032

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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

Kovitz Investment Group Partners's MSFT Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Microsoft (MSFT) stake by 6.6% in Q2 2026, selling an estimated $11.5M and leaving 403,049 shares worth $150M. The position accounts for 3.33% of the portfolio, ranked #5.

Kovitz Investment Group Partners first reported a position in MSFT in Q1 2016 and has held it in 42 quarters since. The position peaked at $881M in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kovitz Investment Group Partners held 403,049 shares of Microsoft worth $150M as of Q2 2026.
  • Kovitz Investment Group Partners sold 28,529 Microsoft shares in Q2 2026, an estimated $11.5M.
  • Microsoft made up 3.33% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #5 holding.
  • Kovitz Investment Group Partners first reported a position in Microsoft in Q1 2016 and has held it in 42 quarters since.
  • Kovitz Investment Group Partners's Microsoft position peaked at $881M in Q3 2025.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.