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Stage Harbor Financial’s Microsoft MSFT Stock Holding History

Stage Harbor Financial’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 		$571K Buy
1,530
+255
+20% +$103K 0.33% 35
2026
Q1 		$472K Sell
1,275
-410
-24% -$172K 0.31% 35
2025
Q4 		$815K Sell
1,685
-163
-9% -$81.7K 0.55% 23
2025
Q3 		$957K Sell
1,848
-19
-1% -$9.69K 0.7% 20
2025
Q2 		$929K Sell
1,867
-262
-12% -$114K 0.75% 20
2025
Q1 		$799K Sell
2,129
-272
-11% -$111K 0.68% 20
2024
Q4 		$1.01M Sell
2,401
-125
-5% -$53.2K 0.88% 18
2024
Q3 		$1.05M Buy
2,526
+32
+1% +$13.7K 0.96% 18
2024
Q2 		$1.11M Buy
2,494
+54
+2% +$22.8K 1.08% 16
2024
Q1 		$1.03M Buy
2,440
+10
+0.4% +$4.05K 0.93% 18
2023
Q4 		$914K Buy
+2,430
New +$865K 0.88% 19

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

Stage Harbor Financial's MSFT Position: Q2 2026 in Review

Stage Harbor Financial increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $103K and bringing the position to 1,530 shares worth $571K. The position accounts for 0.33% of the portfolio, ranked #35.

Stage Harbor Financial first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q2 2024. 6,227 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Stage Harbor Financial held 1,530 shares of Microsoft worth $571K as of Q2 2026.
  • Stage Harbor Financial bought 255 Microsoft shares in Q2 2026, an estimated $103K.
  • Microsoft made up 0.33% of Stage Harbor Financial's portfolio in Q2 2026, its #35 holding.
  • Stage Harbor Financial first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Stage Harbor Financial's Microsoft position peaked at $1.11M in Q2 2024.
  • 6,227 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.