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Principal Securities’s Microsoft MSFT Stock Holding History

Principal Securities’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 		$87.2M Buy
233,753
+9,820
+4% +$3.97M 1.05% 14
2026
Q1 		$82.9M Buy
223,933
+21,525
+11% +$9.01M 1.22% 11
2025
Q4 		$97.9M Buy
202,408
+10,747
+6% +$5.39M 1.51% 8
2025
Q3 		$99.3M Buy
191,661
+14,941
+8% +$7.62M 1.64% 7
2025
Q2 		$87.9M Buy
176,720
+25,642
+17% +$11.1M 1.65% 7
2025
Q1 		$63.7M Buy
151,078
+661
+0.4% +$269K 1.42% 6
2024
Q4 		$63.4M Buy
150,417
+13,862
+10% +$5.9M 1.43% 6
2024
Q3 		$58.8M Buy
136,555
+4,933
+4% +$2.11M 1.42% 7
2024
Q2 		$58.8M Buy
131,622
+13,720
+12% +$5.79M 1.62% 7
2024
Q1 		$49.6M Buy
117,902
+8,698
+8% +$3.52M 1.55% 6
2023
Q4 		$41.1M Buy
+109,204
New +$38.9M 1.53% 6

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

Principal Securities's MSFT Position: Q2 2026 in Review

Principal Securities increased its Microsoft (MSFT) stake by 4.4% in Q2 2026, buying an estimated $3.97M and bringing the position to 233,753 shares worth $87.2M. The position accounts for 1.05% of the portfolio, ranked #14.

Principal Securities first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $99.3M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Principal Securities held 233,753 shares of Microsoft worth $87.2M as of Q2 2026.
  • Principal Securities bought 9,820 Microsoft shares in Q2 2026, an estimated $3.97M.
  • Microsoft made up 1.05% of Principal Securities's portfolio in Q2 2026, its #14 holding.
  • Principal Securities first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Microsoft position peaked at $99.3M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.