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Sivia Capital Partners’s Microsoft MSFT Stock Holding History

Sivia Capital 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 		$18.1M Buy
48,530
+3,863
+9% +$1.56M 2.2% 6
2026
Q1 		$16.5M Buy
44,667
+18,909
+73% +$7.91M 3.21% 2
2025
Q4 		$12.5M Buy
25,758
+1,767
+7% +$885K 2.52% 5
2025
Q3 		$12.4M Buy
23,991
+2,203
+10% +$1.12M 3.51% 4
2025
Q2 		$10.8M Buy
21,788
+456
+2% +$198K 3.69% 4
2025
Q1 		$8.01M Buy
21,332
+696
+3% +$284K 3.74% 7
2024
Q4 		$8.7M Buy
20,636
+477
+2% +$203K 4.32% 6
2024
Q3 		$8.67M Buy
20,159
+582
+3% +$249K 5.12% 5
2024
Q2 		$8.75M Buy
19,577
+383
+2% +$162K 5.85% 2
2024
Q1 		$8.08M Sell
19,194
-38
-0.2% -$15.4K 5.49% 2
2023
Q4 		$7.23M Buy
+19,232
New +$6.85M 5.51% 4

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

Sivia Capital Partners's MSFT Position: Q2 2026 in Review

Sivia Capital Partners increased its Microsoft (MSFT) stake by 8.6% in Q2 2026, buying an estimated $1.56M and bringing the position to 48,530 shares worth $18.1M. The position accounts for 2.2% of the portfolio, ranked #6.

Sivia Capital Partners first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sivia Capital Partners held 48,530 shares of Microsoft worth $18.1M as of Q2 2026.
  • Sivia Capital Partners bought 3,863 Microsoft shares in Q2 2026, an estimated $1.56M.
  • Microsoft made up 2.2% of Sivia Capital Partners's portfolio in Q2 2026, its #6 holding.
  • Sivia Capital Partners first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.