Shepherd Street Advisors’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
$2.33M Sell
5,899
-175
-3% -$70.8K 2.05% 13
2026
Q1
$2.25M Buy
6,074
+42
+0.7% +$17.6K 2.22% 12
2025
Q4
$2.92M Buy
+6,032
New +$3.02M 2.8% 8

Other funds holding MSFT

Shepherd Street Advisors's MSFT Position: Q2 2026 in Review

Shepherd Street Advisors reduced its Microsoft (MSFT) stake by 2.9% in Q2 2026, selling an estimated $70.8K and leaving 5,899 shares worth $2.33M. The position accounts for 2.05% of the portfolio, ranked #13.

Shepherd Street Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.92M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Shepherd Street Advisors held 5,899 shares of Microsoft worth $2.33M as of Q2 2026.
  • Shepherd Street Advisors sold 175 Microsoft shares in Q2 2026, an estimated $70.8K.
  • Microsoft made up 2.05% of Shepherd Street Advisors's portfolio in Q2 2026, its #13 holding.
  • Shepherd Street Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Shepherd Street Advisors's Microsoft position peaked at $2.92M in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.