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Sierra Ocean’s Microsoft MSFT Stock Holding History

Sierra Ocean’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 		$1.69M Buy
4,528
+589
+15% +$238K 1.17% 13
2026
Q1 		$1.46M Sell
3,939
-2
-0.1% -$837 1.2% 14
2025
Q4 		$1.91M Sell
3,941
-294
-7% -$147K 1.58% 13
2025
Q3 		$2.19M Sell
4,235
-165
-4% -$84.2K 1.84% 13
2025
Q2 		$2.19M Buy
4,400
+68
+2% +$29.5K 1.58% 13
2025
Q1 		$1.63M Sell
4,332
-128
-3% -$52.2K 1.28% 15
2024
Q4 		$1.88M Buy
+4,460
New +$1.9M 1.53% 14

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

Sierra Ocean's MSFT Position: Q2 2026 in Review

Sierra Ocean increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $238K and bringing the position to 4,528 shares worth $1.69M. The position accounts for 1.17% of the portfolio, ranked #13.

Sierra Ocean first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.19M in Q3 2025. 6,226 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sierra Ocean held 4,528 shares of Microsoft worth $1.69M as of Q2 2026.
  • Sierra Ocean bought 589 Microsoft shares in Q2 2026, an estimated $238K.
  • Microsoft made up 1.17% of Sierra Ocean's portfolio in Q2 2026, its #13 holding.
  • Sierra Ocean first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Sierra Ocean's Microsoft position peaked at $2.19M in Q3 2025.
  • 6,226 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sierra Ocean's 13F filing for Q2 2026, filed 7 Aug 2026.