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Saranac Partners’s Microsoft MSFT Stock Holding History

Saranac Partners’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 		$12.3M Buy
33,123
+4,335
+15% +$1.75M 3.6% 4
2026
Q1 		$10.6M Sell
28,788
-437
-1% -$183K 4.55% 2
2025
Q4 		$14.1M Buy
29,225
+5,810
+25% +$2.91M 5.53% 2
2025
Q3 		$12.1M Buy
23,415
+810
+4% +$413K 2.19% 5
2025
Q2 		$11.2M Sell
22,605
-487
-2% -$211K 5.97% 1
2025
Q1 		$8.67M Buy
23,092
+156
+0.7% +$63.6K 4.93% 1
2024
Q4 		$10M Buy
+22,936
New +$9.77M 5.52% 1
2024
Q3 		– Sell
-22,403
Closed -$10M – 48
2024
Q2 		$10M Sell
22,403
-505
-2% -$213K 5.95% 1
2024
Q1 		$9.64M Sell
22,908
-210
-0.9% -$85K 5.89% 1
2023
Q4 		$8.69M Sell
23,118
-6,882
-23% -$2.45M 5.73% 1
2023
Q3 		$9.47M Sell
30,000
-678
-2% -$224K 5.32% 1
2023
Q2 		$10.4M Sell
30,678
-1,551
-5% -$486K 5.54% 1
2023
Q1 		$9.29M Buy
32,229
+19,826
+160% +$5.06M 5.48% 1
2022
Q4 		$2.97M Buy
+12,403
New +$2.98M 5.39% 1

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

Saranac Partners's MSFT Position: Q2 2026 in Review

Saranac Partners increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $1.75M and bringing the position to 33,123 shares worth $12.3M. The position accounts for 3.6% of the portfolio, ranked #4.

Saranac Partners first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.1M in Q4 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Saranac Partners held 33,123 shares of Microsoft worth $12.3M as of Q2 2026.
  • Saranac Partners bought 4,335 Microsoft shares in Q2 2026, an estimated $1.75M.
  • Microsoft made up 3.6% of Saranac Partners's portfolio in Q2 2026, its #4 holding.
  • Saranac Partners first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Saranac Partners's Microsoft position peaked at $14.1M in Q4 2025.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.