Signal Tree Financial Partners’s Microsoft MSFT Stock Holding History

Signal Tree Financial Partners’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	$460K	Buy	1,234 +142	+13%	+$57.5K	0.31%	30
2026 Q1	$404K	Sell	1,092 -203	-16%	-$84.9K	0.31%	30
2025 Q4	$626K	Sell	1,295 -2	-0.2%	-$1K	0.48%	29
2025 Q3	$674K	Sell	1,297 -80	-6%	-$40.8K	0.53%	29
2025 Q2	$685K	Buy	1,377 +83	+6%	+$36K	0.59%	27
2025 Q1	$486K	Buy	1,294 +158	+14%	+$64.4K	0.49%	24
2024 Q4	$479K	Buy	+1,136	New	+$484K	0.56%	23

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Signal Tree Financial Partners's MSFT Position: Q2 2026 in Review

Signal Tree Financial Partners increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $57.5K and bringing the position to 1,234 shares worth $460K. The position accounts for 0.31% of the portfolio, ranked #30.

Signal Tree Financial Partners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $685K in Q2 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Signal Tree Financial Partners held 1,234 shares of Microsoft worth $460K as of Q2 2026.
Signal Tree Financial Partners bought 142 Microsoft shares in Q2 2026, an estimated $57.5K.
Microsoft made up 0.31% of Signal Tree Financial Partners's portfolio in Q2 2026, its #30 holding.
Signal Tree Financial Partners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Signal Tree Financial Partners's Microsoft position peaked at $685K in Q2 2025.
6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Signal Tree Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.