SHF
MSFT icon

Safe Harbor Fiduciary’s Microsoft MSFT Stock Holding History

Safe Harbor Fiduciary’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 		$2.68M Buy
7,190
+1,083
+18% +$438K 2.09% 14
2026
Q1 		$2.26M Buy
6,107
+227
+4% +$95K 2.15% 13
2025
Q4 		$2.84M Buy
+5,880
New +$2.95M 2.51% 10
2025
Q2 		$2.68M Sell
5,397
-142
-3% -$61.7K 2.52% 9
2025
Q1 		$2.08M Buy
5,539
+4,354
+367% +$1.78M 2.15% 11
2024
Q4 		$500K Buy
1,185
+74
+7% +$31.5K 0.51% 37
2024
Q3 		$478K Buy
+1,111
New +$475K 0.45% 46

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

Safe Harbor Fiduciary's MSFT Position: Q2 2026 in Review

Safe Harbor Fiduciary increased its Microsoft (MSFT) stake by 18% in Q2 2026, buying an estimated $438K and bringing the position to 7,190 shares worth $2.68M. The position accounts for 2.09% of the portfolio, ranked #14.

Safe Harbor Fiduciary first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.84M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Safe Harbor Fiduciary held 7,190 shares of Microsoft worth $2.68M as of Q2 2026.
  • Safe Harbor Fiduciary bought 1,083 Microsoft shares in Q2 2026, an estimated $438K.
  • Microsoft made up 2.09% of Safe Harbor Fiduciary's portfolio in Q2 2026, its #14 holding.
  • Safe Harbor Fiduciary first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • Safe Harbor Fiduciary's Microsoft position peaked at $2.84M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2026, filed 14 Aug 2026.