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Kurv Investment Management’s Microsoft MSFT Stock Holding History

Kurv Investment Management’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 		$4.39M Buy
619
+400
+183% +$162K 2.64% 11
2026
Q1 		$872K Sell
219
-71
-24% -$29.7K 0.5% 50
2025
Q4 		$614K Buy
+290
New +$145K 0.58% 37

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kurv Investment Management's MSFT Position: Q2 2026 in Review

Kurv Investment Management increased its Microsoft (MSFT) stake by 14% in Q2 2026, buying an estimated $231K and bringing the position to 4,675 shares worth $1.74M. The position accounts for 1.05% of the portfolio, ranked #33.

Kurv Investment Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 5,337 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kurv Investment Management held 4,675 shares of Microsoft worth $1.74M as of Q2 2026.
  • Kurv Investment Management bought 572 Microsoft shares in Q2 2026, an estimated $231K.
  • Microsoft made up 1.05% of Kurv Investment Management's portfolio in Q2 2026, its #33 holding.
  • Kurv Investment Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 5,337 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kurv Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.