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North Capital’s Microsoft MSFT Stock Holding History

North Capital’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 		$1.32M Buy
3,538
+39
+1% +$15.8K 1% 17
2026
Q1 		$1.3M Buy
3,499
+130
+4% +$54.4K 1.1% 16
2025
Q4 		$1.63M Sell
3,369
-146
-4% -$73.2K 1.4% 14
2025
Q3 		$1.82M Buy
3,515
+130
+4% +$66.3K 1.41% 10
2025
Q2 		$1.68M Sell
3,385
-63
-2% -$27.4K 1.45% 11
2025
Q1 		$1.29M Buy
+3,448
New +$1.41M 1.22% 13

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

North Capital's MSFT Position: Q2 2026 in Review

North Capital increased its Microsoft (MSFT) stake by 1.1% in Q2 2026, buying an estimated $15.8K and bringing the position to 3,538 shares worth $1.32M. The position accounts for 1% of the portfolio, ranked #17.

North Capital first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.82M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • North Capital held 3,538 shares of Microsoft worth $1.32M as of Q2 2026.
  • North Capital bought 39 Microsoft shares in Q2 2026, an estimated $15.8K.
  • Microsoft made up 1% of North Capital's portfolio in Q2 2026, its #17 holding.
  • North Capital first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
  • North Capital's Microsoft position peaked at $1.82M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.