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Seros Financial’s Microsoft MSFT Stock Holding History

Seros Financial’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 		$733K Buy
1,966
+121
+7% +$49K 0.38% 31
2026
Q1 		$683K Sell
1,845
-896
-33% -$375K 0.43% 28
2025
Q4 		$1.33M Buy
2,741
+110
+4% +$55.1K 0.78% 21
2025
Q3 		$1.36M Sell
2,631
-129
-5% -$65.8K 0.82% 19
2025
Q2 		$1.37M Sell
2,760
-6
-0.2% -$2.61K 0.87% 19
2025
Q1 		$1.04M Sell
2,766
-23
-0.8% -$9.38K 0.78% 21
2024
Q4 		$1.25M Buy
+2,789
New +$1.19M 1.12% 19

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

Seros Financial's MSFT Position: Q2 2026 in Review

Seros Financial increased its Microsoft (MSFT) stake by 6.6% in Q2 2026, buying an estimated $49K and bringing the position to 1,966 shares worth $733K. The position accounts for 0.38% of the portfolio, ranked #31.

Seros Financial first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q2 2025. 6,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Seros Financial held 1,966 shares of Microsoft worth $733K as of Q2 2026.
  • Seros Financial bought 121 Microsoft shares in Q2 2026, an estimated $49K.
  • Microsoft made up 0.38% of Seros Financial's portfolio in Q2 2026, its #31 holding.
  • Seros Financial first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Seros Financial's Microsoft position peaked at $1.37M in Q2 2025.
  • 6,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Seros Financial's 13F filing for Q2 2026, filed 13 Aug 2026.