Northstar Financial Companies’s Microsoft MSFT Stock Holding History

Northstar Financial Companies’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	$3.53M	Buy	9,473 +472	+5%	+$191K	2.38%	8
2026 Q1	$3.33M	Sell	9,001 -780	-8%	-$326K	2.65%	8
2025 Q4	$4.73M	Buy	9,781 +669	+7%	+$335K	3.77%	5
2025 Q3	$4.72M	Buy	9,112 +343	+4%	+$175K	4.37%	5
2025 Q2	$4.36M	Sell	8,769 -527	-6%	-$229K	4.53%	5
2025 Q1	$3.49M	Sell	9,296 -314	-3%	-$128K	3.79%	5
2024 Q4	$4.05M	Buy	+9,610	New	+$4.09M	3.83%	5

Other funds holding MSFT

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northstar Financial Companies's MSFT Position: Q2 2026 in Review

Northstar Financial Companies increased its Microsoft (MSFT) stake by 5.2% in Q2 2026, buying an estimated $191K and bringing the position to 9,473 shares worth $3.53M. The position accounts for 2.38% of the portfolio, ranked #8.

Northstar Financial Companies first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.73M in Q4 2025. 3,843 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Northstar Financial Companies held 9,473 shares of Microsoft worth $3.53M as of Q2 2026.
Northstar Financial Companies bought 472 Microsoft shares in Q2 2026, an estimated $191K.
Microsoft made up 2.38% of Northstar Financial Companies's portfolio in Q2 2026, its #8 holding.
Northstar Financial Companies first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Northstar Financial Companies's Microsoft position peaked at $4.73M in Q4 2025.
3,843 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.