Navigation Group’s Microsoft MSFT Stock Holding History

Navigation 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	$1.11M	Buy	2,963 +18	+0.6%	+$7.28K	0.22%	54
2026 Q1	$1.09M	Buy	+2,945	New	+$1.23M	0.26%	45

Other funds holding MSFT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Navigation Group's MSFT Position: Q2 2026 in Review

Navigation Group increased its Microsoft (MSFT) stake by 0.61% in Q2 2026, buying an estimated $7.28K and bringing the position to 2,963 shares worth $1.11M. The position accounts for 0.22% of the portfolio, ranked #54.

Navigation Group first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Navigation Group held 2,963 shares of Microsoft worth $1.11M as of Q2 2026.
Navigation Group bought 18 Microsoft shares in Q2 2026, an estimated $7.28K.
Microsoft made up 0.22% of Navigation Group's portfolio in Q2 2026, its #54 holding.
Navigation Group first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Navigation Group's 13F filing for Q2 2026, filed 29 Jul 2026.