Krilogy Financial’s Microsoft MSFT Stock Holding History

Krilogy Financial’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
2020 Q3	–	Sell	-200	Closed	-$40K	–	242
2020 Q2	$40K	Buy	+200	New	+$36.3K	0.01%	216

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

Krilogy Financial's MSFT Position: Q2 2026 in Review

Krilogy Financial reduced its Microsoft (MSFT) stake by 4.1% in Q2 2026, selling an estimated $1.18M and leaving 69,320 shares worth $25.9M. The position accounts for 0.76% of the portfolio, ranked #30.

Krilogy Financial first reported a position in MSFT in Q3 2015 and has held it in 44 quarters since. The position peaked at $36.3M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Krilogy Financial held 69,320 shares of Microsoft worth $25.9M as of Q2 2026.
Krilogy Financial sold 2,928 Microsoft shares in Q2 2026, an estimated $1.18M.
Microsoft made up 0.76% of Krilogy Financial's portfolio in Q2 2026, its #30 holding.
Krilogy Financial first reported a position in Microsoft in Q3 2015 and has held it in 44 quarters since.
Krilogy Financial's Microsoft position peaked at $36.3M in Q4 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.