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Nordwand Advisors’s Microsoft MSFT Stock Holding History

Nordwand Advisors’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 		$19.1M Buy
51,288
+1,002
+2% +$405K 2.93% 5
2026
Q1 		$18.6M Buy
50,286
+591
+1% +$247K 3.26% 3
2025
Q4 		$24M Buy
49,695
+187
+0.4% +$93.7K 4.2% 3
2025
Q3 		$25.6M Buy
49,508
+2,779
+6% +$1.42M 4.07% 4
2025
Q2 		$23.2M Buy
46,729
+26,033
+126% +$11.3M 3.65% 5
2025
Q1 		$7.77M Buy
20,696
+108
+0.5% +$44K 2.92% 3
2024
Q4 		$8.68M Hold
20,588
– – 3.58% 4
2024
Q3 		$8.86M Sell
20,588
-794
-4% -$339K 2.37% 4
2024
Q2 		$9.56M Sell
21,382
-3,991
-16% -$1.69M 4.17% 4
2024
Q1 		$10.7M Sell
25,373
-9,285
-27% -$3.76M 4.15% 4
2023
Q4 		$13M Sell
34,658
-2,443
-7% -$870K 3.44% 4
2023
Q3 		$11.7M Sell
37,101
-5,115
-12% -$1.69M 2.32% 4
2023
Q2 		$14.4M Sell
42,216
-3,285
-7% -$1.03M 2.46% 4
2023
Q1 		$13.1M Buy
45,501
+7,304
+19% +$1.86M 2.14% 4
2022
Q4 		$4.9M Buy
+38,197
New +$9.17M 0.61% 23

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

Nordwand Advisors's MSFT Position: Q2 2026 in Review

Nordwand Advisors increased its Microsoft (MSFT) stake by 2% in Q2 2026, buying an estimated $405K and bringing the position to 51,288 shares worth $19.1M. The position accounts for 2.93% of the portfolio, ranked #5.

Nordwand Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.6M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Nordwand Advisors held 51,288 shares of Microsoft worth $19.1M as of Q2 2026.
  • Nordwand Advisors bought 1,002 Microsoft shares in Q2 2026, an estimated $405K.
  • Microsoft made up 2.93% of Nordwand Advisors's portfolio in Q2 2026, its #5 holding.
  • Nordwand Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Nordwand Advisors's Microsoft position peaked at $25.6M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.