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	–	Sell	-300	Closed	-$111K	–	130
2026 Q1	$111K	Buy	+300	New	+$126K	0.05%	98

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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.