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Shufro Rose & Co’s Microsoft MSFT Stock Holding History

Shufro Rose & Co’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
2024
Q2 		– Hold
0
– -$210K – 318
2024
Q1 		– Hold
0
– – – 275
2021
Q3 		– Sell
-1,500
Closed -$406K – 309
2021
Q2 		$406K Buy
+1,500
New +$381K 0.03% 191
2020
Q4 		– Sell
-2,500
Closed -$526K – 305
2020
Q3 		$526K Buy
+2,500
New +$525K 0.05% 150
2020
Q1 		– Sell
-1,000
Closed -$158K – 312
2019
Q4 		$158K Buy
+1,000
New +$147K 0.01% 284

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

Shufro Rose & Co's MSFT Position: Q2 2026 in Review

Shufro Rose & Co reduced its Microsoft (MSFT) stake by 0.65% in Q2 2026, selling an estimated $291K and leaving 110,520 shares worth $41.2M. The position accounts for 2.37% of the portfolio, ranked #9.

Shufro Rose & Co first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $52.8M in Q4 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Shufro Rose & Co held 110,520 shares of Microsoft worth $41.2M as of Q2 2026.
  • Shufro Rose & Co sold 718 Microsoft shares in Q2 2026, an estimated $291K.
  • Microsoft made up 2.37% of Shufro Rose & Co's portfolio in Q2 2026, its #9 holding.
  • Shufro Rose & Co first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Shufro Rose & Co's Microsoft position peaked at $52.8M in Q4 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.