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Monetary Solutions’s Microsoft MSFT Stock Holding History

Monetary Solutions’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 		$683K Buy
1,830
+305
+20% +$123K 0.59% 30
2026
Q1 		$564K Buy
1,525
+187
+14% +$78.2K 0.55% 30
2025
Q4 		$647K Buy
+1,338
New +$671K 0.64% 26

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Monetary Solutions's MSFT Position: Q2 2026 in Review

Monetary Solutions increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $123K and bringing the position to 1,830 shares worth $683K. The position accounts for 0.59% of the portfolio, ranked #30.

Monetary Solutions first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 5,199 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Monetary Solutions held 1,830 shares of Microsoft worth $683K as of Q2 2026.
  • Monetary Solutions bought 305 Microsoft shares in Q2 2026, an estimated $123K.
  • Microsoft made up 0.59% of Monetary Solutions's portfolio in Q2 2026, its #30 holding.
  • Monetary Solutions first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 5,199 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.