Seven Post Investment Office’s Microsoft MSFT Stock Holding History

Seven Post Investment Office’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	$476K	Hold	1,275	–	–	0.14%	32
2026 Q1	$472K	Hold	1,275	–	–	0.15%	30
2025 Q4	$617K	Hold	1,275	–	–	0.22%	28
2025 Q3	$660K	Hold	1,275	–	–	0.24%	25
2025 Q2	$634K	Hold	1,275	–	–	0.24%	25
2025 Q1	$479K	Hold	1,275	–	–	0.18%	27
2024 Q4	$537K	Sell	1,275 -5,187	-80%	-$2.21M	0.21%	26
2024 Q3	$2.78M	Hold	6,462	–	–	0.42%	22
2024 Q2	$2.89M	Buy	6,462 +4,400	+213%	+$1.86M	0.54%	20
2024 Q1	$868K	Sell	2,062 -1,106	-35%	-$448K	0.21%	31
2023 Q4	$1.19M	Buy	3,168 +1,156	+57%	+$411K	0.3%	30
2023 Q3	$635K	Buy	2,012 +75	+4%	+$24.8K	0.18%	34
2023 Q2	$660K	Hold	1,937	–	–	0.2%	33
2023 Q1	$558K	Hold	1,937	–	–	0.2%	30
2022 Q4	$465K	Hold	1,937	–	–	0.16%	36
2022 Q3	$451K	Hold	1,937	–	–	0.18%	31
2022 Q2	$497K	Hold	1,937	–	–	0.18%	31
2022 Q1	$597K	Hold	1,937	–	–	0.18%	30
2021 Q4	$652K	Buy	1,937 +1,200	+163%	+$389K	0.18%	31
2021 Q3	$208K	Hold	737	–	–	0.06%	47
2021 Q2	$200K	Buy	+737	New	+$187K	0.06%	49
2021 Q1	–	Sell	-907	Closed	-$202K	–	44
2020 Q4	$202K	Buy	+907	New	+$195K	0.08%	44

Other funds holding MSFT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Seven Post Investment Office's MSFT Position: Q2 2026 in Review

Seven Post Investment Office held its Microsoft (MSFT) position steady in Q2 2026 at 1,275 shares worth $476K. The position accounts for 0.14% of the portfolio, ranked #32.

Seven Post Investment Office first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.89M in Q2 2024. 3,138 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Seven Post Investment Office held 1,275 shares of Microsoft worth $476K as of Q2 2026.
Seven Post Investment Office left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.14% of Seven Post Investment Office's portfolio in Q2 2026, its #32 holding.
Seven Post Investment Office first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
Seven Post Investment Office's Microsoft position peaked at $2.89M in Q2 2024.
3,138 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.