Regatta Research & Money Management’s Microsoft MSFT Stock Holding History

Regatta Research & Money 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	$280K	Buy	+755	New	+$305K	0.26%	78

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Regatta Research & Money Management's MSFT Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Microsoft (MSFT) in Q2 2026: 755 shares worth $280K. The stake represents 0.26% of the portfolio and ranks #78 among its holdings.

5,082 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Regatta Research & Money Management held 755 shares of Microsoft worth $280K as of Q2 2026.
Microsoft was a new Regatta Research & Money Management position in Q2 2026.
Microsoft made up 0.26% of Regatta Research & Money Management's portfolio in Q2 2026, its #78 holding.
5,082 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.