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Mather Group’s Microsoft MSFT Stock Holding History

Mather 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 		$158K Hold
2,200
– – ﹤0.01% 829
2026
Q1 		$161K Hold
2,200
– – ﹤0.01% 780
2025
Q4 		$84.9K Hold
2,200
– – ﹤0.01% 634
2025
Q3 		$41.4K Sell
2,200
-400
-15% -$204K ﹤0.01% 948
2025
Q2 		$12.3K Buy
+2,600
New +$1.13M ﹤0.01% 608

Other funds holding MSFT

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

Mather Group's MSFT Position: Q2 2026 in Review

Mather Group increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $7.3M and bringing the position to 108,006 shares worth $40.3M. The position accounts for 0.35% of the portfolio, ranked #41.

Mather Group first reported a position in MSFT in Q1 2019 and has held it in 28 quarters since. The position peaked at $47.1M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Mather Group held 108,006 shares of Microsoft worth $40.3M as of Q2 2026.
  • Mather Group bought 18,038 Microsoft shares in Q2 2026, an estimated $7.3M.
  • Microsoft made up 0.35% of Mather Group's portfolio in Q2 2026, its #41 holding.
  • Mather Group first reported a position in Microsoft in Q1 2019 and has held it in 28 quarters since.
  • Mather Group's Microsoft position peaked at $47.1M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.