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Split Rock Private Trading & Wealth Management’s Microsoft MSFT Stock Holding History

Split Rock Private Trading & Wealth Management’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 		$1.55M Buy
4,145
+557
+16% +$225K 1.06% 18
2026
Q1 		$1.33M Buy
3,588
+385
+12% +$161K 1.03% 16
2025
Q4 		$1.55M Buy
+3,203
New +$1.61M 1.24% 12

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's MSFT Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management increased its Microsoft (MSFT) stake by 16% in Q2 2026, buying an estimated $225K and bringing the position to 4,145 shares worth $1.55M. The position accounts for 1.06% of the portfolio, ranked #18.

Split Rock Private Trading & Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.55M in Q4 2025. 3,939 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Split Rock Private Trading & Wealth Management held 4,145 shares of Microsoft worth $1.55M as of Q2 2026.
  • Split Rock Private Trading & Wealth Management bought 557 Microsoft shares in Q2 2026, an estimated $225K.
  • Microsoft made up 1.06% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Split Rock Private Trading & Wealth Management's Microsoft position peaked at $1.55M in Q4 2025.
  • 3,939 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.