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Portside Wealth Group’s Microsoft MSFT Stock Holding History

Portside Wealth Group’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 		$16.3M Buy
43,724
+1,500
+4% +$607K 1.9% 6
2026
Q1 		$15.6M Sell
42,224
-4,226
-9% -$1.77M 2.12% 5
2025
Q4 		$22.5M Buy
46,450
+192
+0.4% +$96.2K 3.02% 3
2025
Q3 		$24M Buy
46,258
+595
+1% +$304K 3.3% 2
2025
Q2 		$22.7M Buy
45,663
+876
+2% +$380K 3.36% 2
2025
Q1 		$16.8M Buy
44,787
+1,056
+2% +$431K 2.74% 3
2024
Q4 		$18.4M Buy
43,731
+1,369
+3% +$583K 3.05% 3
2024
Q3 		$18.2M Sell
42,362
-1,835
-4% -$784K 3.11% 3
2024
Q2 		$19.8M Sell
44,197
-2,004
-4% -$846K 3.77% 3
2024
Q1 		$19.4M Sell
46,201
-1,956
-4% -$792K 3.6% 3
2023
Q4 		$18.1M Buy
48,157
+7,601
+19% +$2.71M 3.37% 3
2023
Q3 		$12.8M Buy
40,556
+903
+2% +$298K 2.41% 4
2023
Q2 		$13.5M Buy
+39,653
New +$12.4M 2.51% 4

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Portside Wealth Group's MSFT Position: Q2 2026 in Review

Portside Wealth Group increased its Microsoft (MSFT) stake by 3.6% in Q2 2026, buying an estimated $607K and bringing the position to 43,724 shares worth $16.3M. The position accounts for 1.9% of the portfolio, ranked #6.

Portside Wealth Group first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. The position peaked at $24M in Q3 2025. 4,126 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Portside Wealth Group held 43,724 shares of Microsoft worth $16.3M as of Q2 2026.
  • Portside Wealth Group bought 1,500 Microsoft shares in Q2 2026, an estimated $607K.
  • Microsoft made up 1.9% of Portside Wealth Group's portfolio in Q2 2026, its #6 holding.
  • Portside Wealth Group first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Microsoft position peaked at $24M in Q3 2025.
  • 4,126 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.