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Purpose Unlimited Inc’s Microsoft MSFT Stock Holding History

Purpose Unlimited Inc’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 		$45.6M Buy
122,128
+20,180
+20% +$8.16M 1.74% 15
2026
Q1 		$37.7M Buy
101,948
+34,096
+50% +$14.3M 1.56% 16
2025
Q4 		$32.8M Buy
+67,852
New +$34M 1.5% 16

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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
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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

Purpose Unlimited Inc's MSFT Position: Q2 2026 in Review

Purpose Unlimited Inc increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $8.16M and bringing the position to 122,128 shares worth $45.6M. The position accounts for 1.74% of the portfolio, ranked #15.

Purpose Unlimited Inc first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,244 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Purpose Unlimited Inc held 122,128 shares of Microsoft worth $45.6M as of Q2 2026.
  • Purpose Unlimited Inc bought 20,180 Microsoft shares in Q2 2026, an estimated $8.16M.
  • Microsoft made up 1.74% of Purpose Unlimited Inc's portfolio in Q2 2026, its #15 holding.
  • Purpose Unlimited Inc first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 6,244 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.