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Nearwater Capital Markets’s Microsoft MSFT Stock Holding History

Nearwater Capital Markets’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 		$157M Buy
420,000
+255,000
+155% +$103M 2.7% 10
2026
Q1 		$61.1M Sell
165,000
-576,000
-78% -$241M 1.44% 26
2025
Q4 		$358M Sell
741,000
-197,675
-21% -$99.1M 6.13% 2
2025
Q3 		$486M Buy
938,675
+222,100
+31% +$113M 6.5% 3
2025
Q2 		$356M Buy
716,575
+382,800
+115% +$166M 5.7% 5
2025
Q1 		$125M Buy
333,775
+103,775
+45% +$42.3M 3.57% 5
2024
Q4 		$96.9M Buy
+230,000
New +$98M 2.77% 6

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 $3.38T AUM 44.17% 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

Nearwater Capital Markets's MSFT Position: Q2 2026 in Review

Nearwater Capital Markets increased its Microsoft (MSFT) stake by 155% in Q2 2026, buying an estimated $103M and bringing the position to 420,000 shares worth $157M. The position accounts for 2.7% of the portfolio, ranked #10.

Nearwater Capital Markets first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $486M in Q3 2025. 6,246 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Nearwater Capital Markets held 420,000 shares of Microsoft worth $157M as of Q2 2026.
  • Nearwater Capital Markets bought 255,000 Microsoft shares in Q2 2026, an estimated $103M.
  • Microsoft made up 2.7% of Nearwater Capital Markets's portfolio in Q2 2026, its #10 holding.
  • Nearwater Capital Markets first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Nearwater Capital Markets's Microsoft position peaked at $486M in Q3 2025.
  • 6,246 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Nearwater Capital Markets's 13F filing for Q2 2026, filed 14 Aug 2026.