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Prosperitas Financial’s Microsoft MSFT Stock Holding History

Prosperitas 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 		$9.11M Buy
24,414
+2,786
+13% +$1.13M 2.92% 14
2026
Q1 		$8.01M Buy
21,628
+502
+2% +$210K 2.98% 14
2025
Q4 		$10.2M Buy
21,126
+641
+3% +$321K 3.97% 10
2025
Q3 		$10.6M Buy
20,485
+945
+5% +$482K 4.4% 8
2025
Q2 		$9.72M Buy
19,540
+861
+5% +$374K 4.57% 8
2025
Q1 		$7.01M Buy
18,679
+257
+1% +$105K 3.63% 11
2024
Q4 		$7.77M Buy
18,422
+4,785
+35% +$2.04M 3.93% 10
2024
Q3 		$5.87M Buy
13,637
+2,714
+25% +$1.16M 3.16% 12
2024
Q2 		$4.88M Sell
10,923
-11
-0.1% -$4.65K 2.98% 12
2024
Q1 		$4.6M Buy
10,934
+868
+9% +$351K 2.95% 11
2023
Q4 		$3.78M Buy
10,066
+957
+11% +$341K 2.79% 11
2023
Q3 		$2.88M Buy
+9,109
New +$3.01M 2.23% 15

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 $3.38T AUM 44.17% 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

Prosperitas Financial's MSFT Position: Q2 2026 in Review

Prosperitas Financial increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $1.13M and bringing the position to 24,414 shares worth $9.11M. The position accounts for 2.92% of the portfolio, ranked #14.

Prosperitas Financial first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.6M in Q3 2025. 6,245 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Prosperitas Financial held 24,414 shares of Microsoft worth $9.11M as of Q2 2026.
  • Prosperitas Financial bought 2,786 Microsoft shares in Q2 2026, an estimated $1.13M.
  • Microsoft made up 2.92% of Prosperitas Financial's portfolio in Q2 2026, its #14 holding.
  • Prosperitas Financial first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
  • Prosperitas Financial's Microsoft position peaked at $10.6M in Q3 2025.
  • 6,245 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.