Pachira Investments’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.13M | Buy |
5,717
+348
| +6% | +$141K | 0.8% | 29 |
|
|
2026
Q1 | $1.99M | Buy |
5,369
+618
| +13% | +$259K | 0.93% | 25 |
|
|
2025
Q4 | $2.3M | Buy |
4,751
+1,286
| +37% | +$644K | 1.12% | 23 |
|
|
2025
Q3 | $1.79M | Buy |
3,465
+56
| +2% | +$28.6K | 1.01% | 24 |
|
|
2025
Q2 | $1.7M | Sell |
3,409
-439
| -11% | -$191K | 1.28% | 18 |
|
|
2025
Q1 | $1.46M | Sell |
3,848
-582
| -13% | -$237K | 1.02% | 21 |
|
|
2024
Q4 | $1.88M | Buy |
4,430
+1,020
| +30% | +$434K | 1.15% | 21 |
|
|
2024
Q3 | $1.47M | Buy |
3,410
+305
| +10% | +$130K | 1.13% | 18 |
|
|
2024
Q2 | $1.39M | Buy |
3,105
+1,019
| +49% | +$430K | 1.23% | 16 |
|
|
2024
Q1 | $878K | Sell |
2,086
-85
| -4% | -$34.4K | 0.72% | 19 |
|
|
2023
Q4 | $817K | Sell |
2,171
-26
| -1% | -$9.25K | 0.72% | 18 |
|
|
2023
Q3 | $694K | Buy |
2,197
+286
| +15% | +$94.5K | 0.78% | 16 |
|
|
2023
Q2 | $651K | Buy |
1,911
+5
| +0.3% | +$1.57K | 0.7% | 19 |
|
|
2023
Q1 | $549K | Sell |
1,906
-1,300
| -41% | -$332K | 2.37% | 12 |
|
|
2022
Q4 | $769K | Buy |
3,206
+2
| +0.1% | +$480 | 3.89% | 8 |
|
|
2022
Q3 | $746K | Buy |
3,204
+373
| +13% | +$98.5K | 3.32% | 6 |
|
|
2022
Q2 | $727K | Buy |
2,831
+68
| +2% | +$18.5K | 1.12% | 10 |
|
|
2022
Q1 | $852K | Sell |
2,763
-1,346
| -33% | -$405K | 0.66% | 12 |
|
|
2021
Q4 | $1.38M | Buy |
4,109
+11
| +0.3% | +$3.57K | 0.89% | 12 |
|
|
2021
Q3 | $1.16M | Sell |
4,098
-496
| -11% | -$144K | 0.82% | 13 |
|
|
2021
Q2 | $1.25M | Sell |
4,594
-387
| -8% | -$98.4K | 0.87% | 13 |
|
|
2021
Q1 | $1.17M | Buy |
4,981
+2,758
| +124% | +$640K | 0.86% | 15 |
|
|
2020
Q4 | $494K | Sell |
2,223
-1,116
| -33% | -$240K | 0.47% | 12 |
|
|
2020
Q3 | $702K | Buy |
3,339
+21
| +0.6% | +$4.41K | 0.92% | 9 |
|
|
2020
Q2 | $675K | Buy |
3,318
+888
| +37% | +$161K | 1.2% | 8 |
|
|
2020
Q1 | $383K | Sell |
2,430
-486
| -17% | -$79.9K | 1.54% | 6 |
|
|
2019
Q4 | $460K | Sell |
2,916
-281
| -9% | -$41.3K | 0.39% | 9 |
|
|
2019
Q3 | $444K | Buy |
3,197
+4
| +0.1% | +$550 | 0.49% | 7 |
|
|
2019
Q2 | $428K | Buy |
3,193
+3
| +0.1% | +$381 | 0.47% | 8 |
|
|
2019
Q1 | $376K | Buy |
3,190
+893
| +39% | +$97.4K | 0.34% | 9 |
|
|
2018
Q4 | $233K | Buy |
2,297
+97
| +4% | +$10.4K | 0.3% | 9 |
|
|
2018
Q3 | $252K | Hold |
2,200
| – | – | 0.25% | 11 |
|
|
2018
Q2 | $217K | Hold |
2,200
| – | – | 0.22% | 12 |
|
|
2018
Q1 | $201K | Buy |
+2,200
| New | +$201K | 0.17% | 11 |
|
Other funds holding MSFT
ATO
UBP
LMFP
Pachira Investments's MSFT Position: Q2 2026 in Review
Pachira Investments increased its Microsoft (MSFT) stake by 6.5% in Q2 2026, buying an estimated $141K and bringing the position to 5,717 shares worth $2.13M. The position accounts for 0.8% of the portfolio, ranked #29.
Pachira Investments first reported a position in MSFT in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.3M in Q4 2025. 1,898 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Pachira Investments held 5,717 shares of Microsoft worth $2.13M as of Q2 2026.
- Pachira Investments bought 348 Microsoft shares in Q2 2026, an estimated $141K.
- Microsoft made up 0.8% of Pachira Investments's portfolio in Q2 2026, its #29 holding.
- Pachira Investments first reported a position in Microsoft in Q1 2018 and has held it in 34 quarters since.
- Pachira Investments's Microsoft position peaked at $2.3M in Q4 2025.
- 1,898 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.