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Phoenix Financial’s Microsoft MSFT Stock Holding History

Phoenix 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
2024
Q2 		– Sell
-11,100
Closed -$4.67K – 409
2024
Q1 		$4.67K Sell
11,100
-9,400
-46% -$3.81M ﹤0.01% 412
2023
Q4 		$7.71K Buy
20,500
+18,400
+876% +$6.55M ﹤0.01% 328
2023
Q3 		$663K Buy
+2,100
New +$694K 0.01% 249

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

Phoenix Financial's MSFT Position: Q2 2026 in Review

Phoenix Financial increased its Microsoft (MSFT) stake by 6% in Q2 2026, buying an estimated $18.3M and bringing the position to 794,580 shares worth $296M. The position accounts for 2.02% of the portfolio, ranked #14.

Phoenix Financial first reported a position in MSFT in Q3 2019 and has held it in 28 quarters since. The position peaked at $369M in Q2 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Phoenix Financial held 794,580 shares of Microsoft worth $296M as of Q2 2026.
  • Phoenix Financial bought 45,239 Microsoft shares in Q2 2026, an estimated $18.3M.
  • Microsoft made up 2.02% of Phoenix Financial's portfolio in Q2 2026, its #14 holding.
  • Phoenix Financial first reported a position in Microsoft in Q3 2019 and has held it in 28 quarters since.
  • Phoenix Financial's Microsoft position peaked at $369M in Q2 2025.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.