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Orin Green Financial’s Microsoft MSFT Stock Holding History

Orin Green Financial’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 		$911K Hold
2,442
– – 0.34% 42
2026
Q1 		$904K Hold
2,442
– – 0.37% 40
2025
Q4 		$1.18M Hold
2,442
– – 0.47% 34
2025
Q3 		$1.26M Buy
2,442
+41
+2% +$20.9K 0.51% 33
2025
Q2 		$1.19M Buy
2,401
+265
+12% +$115K 0.51% 33
2025
Q1 		$767K Buy
+2,136
New +$871K 0.36% 39
2024
Q4 		– Sell
-1,985
Closed -$846K – 39
2024
Q3 		$854K Hold
1,985
– – 0.37% 40
2024
Q2 		$887K Buy
+1,985
New +$838K 0.41% 35
2024
Q1 		– Sell
-2,059
Closed -$834K – 35
2023
Q4 		$774K Sell
2,059
-55
-3% -$19.6K 0.38% 39
2023
Q3 		$667K Hold
2,114
– – 0.37% 40
2023
Q2 		$720K Sell
2,114
-383
-15% -$120K 0.38% 39
2023
Q1 		$720K Sell
2,497
-428
-15% -$109K 0.39% 39
2022
Q4 		$701K Buy
2,925
+72
+3% +$17.3K 0.41% 38
2022
Q3 		$666K Buy
2,853
+65
+2% +$17.2K 0.43% 38
2022
Q2 		$743K Hold
2,788
– – 0.46% 37
2022
Q1 		$860K Buy
2,788
+553
+25% +$166K 0.56% 33
2021
Q4 		$676K Sell
2,235
-343
-13% -$111K 0.49% 35
2021
Q3 		$727K Buy
2,578
+7
+0.3% +$2.04K 0.51% 37
2021
Q2 		$696K Sell
2,571
-445
-15% -$113K 0.49% 36
2021
Q1 		$711K Sell
3,016
-426
-12% -$98.8K 0.58% 33
2020
Q4 		$766K Buy
+3,442
New +$740K 0.61% 34

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

Orin Green Financial's MSFT Position: Q2 2026 in Review

Orin Green Financial held its Microsoft (MSFT) position steady in Q2 2026 at 2,442 shares worth $911K. The position accounts for 0.34% of the portfolio, ranked #42.

Orin Green Financial first reported a position in MSFT in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.26M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Orin Green Financial held 2,442 shares of Microsoft worth $911K as of Q2 2026.
  • Orin Green Financial left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.34% of Orin Green Financial's portfolio in Q2 2026, its #42 holding.
  • Orin Green Financial first reported a position in Microsoft in Q4 2020 and has held it in 21 quarters since.
  • Orin Green Financial's Microsoft position peaked at $1.26M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.