Spirepoint Private Client’s Microsoft MSFT Stock Holding History

Spirepoint Private Client’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	$34.5M	Buy	92,515 +10,141	+12%	+$4.1M	2.8%	7
2026 Q1	$30.5M	Buy	82,374 +3,012	+4%	+$1.26M	2.9%	5
2025 Q4	$38.4M	Buy	79,362 +5,242	+7%	+$2.63M	3.67%	4
2025 Q3	$38.4M	Sell	74,120 -10	-0%	-$5.1K	4.04%	3
2025 Q2	$36.9M	Buy	74,130 +479	+0.7%	+$208K	4.16%	2
2025 Q1	$27.6M	Buy	73,651 +702	+1%	+$286K	3.61%	3
2024 Q4	$30.7M	Buy	72,949 +7,266	+11%	+$3.09M	3.85%	3
2024 Q3	$28.3M	Buy	65,683 +662	+1%	+$283K	3.74%	3
2024 Q2	$29.1M	Buy	65,021 +546	+0.8%	+$231K	4.12%	2
2024 Q1	$27.1M	Buy	+64,475	New	+$26.1M	4.13%	2

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

Spirepoint Private Client's MSFT Position: Q2 2026 in Review

Spirepoint Private Client increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $4.1M and bringing the position to 92,515 shares worth $34.5M. The position accounts for 2.8% of the portfolio, ranked #7.

Spirepoint Private Client first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $38.4M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Spirepoint Private Client held 92,515 shares of Microsoft worth $34.5M as of Q2 2026.
Spirepoint Private Client bought 10,141 Microsoft shares in Q2 2026, an estimated $4.1M.
Microsoft made up 2.8% of Spirepoint Private Client's portfolio in Q2 2026, its #7 holding.
Spirepoint Private Client first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
Spirepoint Private Client's Microsoft position peaked at $38.4M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.