Select Equity Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $129M | Buy |
345,152
+135,577
| +65% | +$54.9M | 0.64% | 49 |
|
|
2026
Q1 | $77.6M | Sell |
209,575
-2,797
| -1% | -$1.17M | 0.4% | 57 |
|
|
2025
Q4 | $103M | Sell |
212,372
-26,799
| -11% | -$13.4M | 0.44% | 49 |
|
|
2025
Q3 | $124M | Sell |
239,171
-4,684
| -2% | -$2.39M | 0.51% | 49 |
|
|
2025
Q2 | $121M | Buy |
243,855
+84,948
| +53% | +$36.9M | 0.51% | 48 |
|
|
2025
Q1 | $59.7M | Sell |
158,907
-19,016
| -11% | -$7.75M | 0.26% | 68 |
|
|
2024
Q4 | $75M | Sell |
177,923
-3,439
| -2% | -$1.46M | 0.3% | 66 |
|
|
2024
Q3 | $78M | Sell |
181,362
-15,586
| -8% | -$6.66M | 0.28% | 68 |
|
|
2024
Q2 | $88M | Sell |
196,948
-14,572
| -7% | -$6.15M | 0.35% | 62 |
|
|
2024
Q1 | $89M | Buy |
211,520
+76,018
| +56% | +$30.8M | 0.31% | 66 |
|
|
2023
Q4 | $51M | Sell |
135,502
-96,893
| -42% | -$34.5M | 0.18% | 76 |
|
|
2023
Q3 | $73.4M | Sell |
232,395
-27,504
| -11% | -$9.09M | 0.3% | 64 |
|
|
2023
Q2 | $88.5M | Sell |
259,899
-109,502
| -30% | -$34.3M | 0.33% | 63 |
|
|
2023
Q1 | $106M | Buy |
369,401
+87,865
| +31% | +$22.4M | 0.38% | 61 |
|
|
2022
Q4 | $67.5M | Buy |
281,536
+107,051
| +61% | +$25.7M | 0.25% | 70 |
|
|
2022
Q3 | $40.6M | Sell |
174,485
-45,089
| -21% | -$11.9M | 0.14% | 82 |
|
|
2022
Q2 | $56.4M | Buy |
219,574
+6,164
| +3% | +$1.67M | 0.18% | 83 |
|
|
2022
Q1 | $65.8M | Buy |
213,410
+47,451
| +29% | +$14.3M | 0.21% | 74 |
|
|
2021
Q4 | $55.8M | Buy |
165,959
+26,441
| +19% | +$8.57M | 0.15% | 81 |
|
|
2021
Q3 | $39.3M | Sell |
139,518
-47,583
| -25% | -$13.8M | 0.13% | 81 |
|
|
2021
Q2 | $50.7M | Sell |
187,101
-16,533
| -8% | -$4.2M | 0.17% | 75 |
|
|
2021
Q1 | $48M | Buy |
203,634
+82,028
| +67% | +$19M | 0.17% | 79 |
|
|
2020
Q4 | $27M | Sell |
121,606
-18,152
| -13% | -$3.9M | 0.11% | 82 |
|
|
2020
Q3 | $29.4M | Buy |
139,758
+7,926
| +6% | +$1.66M | 0.14% | 71 |
|
|
2020
Q2 | $26.8M | Buy |
131,832
+67,889
| +106% | +$12.3M | 0.15% | 75 |
|
|
2020
Q1 | $10.1M | Sell |
63,943
-87,965
| -58% | -$14.5M | 0.07% | 96 |
|
|
2019
Q4 | $24M | Buy |
151,908
+59,105
| +64% | +$8.68M | 0.15% | 82 |
|
|
2019
Q3 | $12.9M | Buy |
+92,803
| New | +$12.8M | 0.09% | 94 |
|
Other funds holding MSFT
Select Equity Group's MSFT Position: Q2 2026 in Review
Select Equity Group increased its Microsoft (MSFT) stake by 65% in Q2 2026, buying an estimated $54.9M and bringing the position to 345,152 shares worth $129M. The position accounts for 0.64% of the portfolio, ranked #49.
Select Equity Group first reported a position in MSFT in Q3 2019 and has held it in 28 quarters since. 6,269 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Select Equity Group held 345,152 shares of Microsoft worth $129M as of Q2 2026.
- Select Equity Group bought 135,577 Microsoft shares in Q2 2026, an estimated $54.9M.
- Microsoft made up 0.64% of Select Equity Group's portfolio in Q2 2026, its #49 holding.
- Select Equity Group first reported a position in Microsoft in Q3 2019 and has held it in 28 quarters since.
- 6,269 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.