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Narus Financial Partners’s Microsoft MSFT Stock Holding History

Narus Financial Partners’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 		$1.67M Sell
4,467
-341
-7% -$138K 0.43% 43
2026
Q1 		$1.78M Buy
4,808
+732
+18% +$306K 0.47% 42
2025
Q4 		$1.97M Sell
4,076
-1
-0% -$501 0.54% 36
2025
Q3 		$2.11M Buy
4,077
+353
+9% +$180K 0.58% 35
2025
Q2 		$1.85M Buy
3,724
+173
+5% +$75.1K 0.58% 37
2025
Q1 		$1.33M Sell
3,551
-468
-12% -$191K 0.45% 41
2024
Q4 		$1.69M Buy
4,019
+1,484
+59% +$632K 0.57% 37
2024
Q3 		$1.09M Sell
2,535
-63
-2% -$26.9K 0.39% 51
2024
Q2 		$1.16M Buy
2,598
+48
+2% +$20.3K 0.47% 45
2024
Q1 		$1.07M Sell
2,550
-99
-4% -$40.1K 0.46% 49
2023
Q4 		$996K Buy
2,649
+65
+3% +$23.1K 0.48% 46
2023
Q3 		$816K Buy
2,584
+202
+8% +$66.7K 0.42% 44
2023
Q2 		$811K Sell
2,382
-41
-2% -$12.8K 0.42% 46
2023
Q1 		$699K Sell
2,423
-72
-3% -$18.4K 0.38% 49
2022
Q4 		$598K Buy
2,495
+258
+12% +$61.9K 0.35% 50
2022
Q3 		$521K Sell
2,237
-57
-2% -$15.1K 0.33% 50
2022
Q2 		$589K Sell
2,294
-282
-11% -$76.5K 0.38% 50
2022
Q1 		$794K Buy
+2,576
New +$775K 0.44% 40
2021
Q1 		$552K Buy
+2,341
New +$543K 0.33% 43

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

Narus Financial Partners's MSFT Position: Q2 2026 in Review

Narus Financial Partners reduced its Microsoft (MSFT) stake by 7.1% in Q2 2026, selling an estimated $138K and leaving 4,467 shares worth $1.67M. The position accounts for 0.43% of the portfolio, ranked #43.

Narus Financial Partners first reported a position in MSFT in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.11M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Narus Financial Partners held 4,467 shares of Microsoft worth $1.67M as of Q2 2026.
  • Narus Financial Partners sold 341 Microsoft shares in Q2 2026, an estimated $138K.
  • Microsoft made up 0.43% of Narus Financial Partners's portfolio in Q2 2026, its #43 holding.
  • Narus Financial Partners first reported a position in Microsoft in Q1 2021 and has held it in 19 quarters since.
  • Narus Financial Partners's Microsoft position peaked at $2.11M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.