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STAR Financial Bank’s Microsoft MSFT Stock Holding History

STAR Financial Bank’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 		$2.39M Buy
6,407
+574
+10% +$232K 0.97% 23
2026
Q1 		$2.16M Sell
5,833
-289
-5% -$121K 1.02% 22
2025
Q4 		$2.96M Sell
6,122
-672
-10% -$337K 1.51% 20
2025
Q3 		$3.52M Buy
6,794
+627
+10% +$320K 2.08% 13
2025
Q2 		$3.07M Sell
6,167
-365
-6% -$159K 1.95% 13
2025
Q1 		$2.45M Sell
6,532
-614
-9% -$250K 1.8% 14
2024
Q4 		$3.01M Sell
7,146
-1,733
-20% -$738K 2.17% 10
2024
Q3 		$3.82M Sell
8,879
-1,630
-16% -$697K 2.57% 5
2024
Q2 		$4.7M Sell
10,509
-1,118
-10% -$472K 3.62% 4
2024
Q1 		$4.89M Sell
11,627
-443
-4% -$179K 4.18% 4
2023
Q4 		$4.54M Sell
12,070
-182
-1% -$64.8K 4.13% 5
2023
Q3 		$3.87M Sell
12,252
-838
-6% -$277K 3.97% 6
2023
Q2 		$4.46M Sell
13,090
-92
-0.7% -$28.8K 4.16% 6
2023
Q1 		$3.8M Sell
13,182
-233
-2% -$59.4K 3.7% 6
2022
Q4 		$3.22M Buy
+13,415
New +$3.22M 3.19% 6

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

STAR Financial Bank's MSFT Position: Q2 2026 in Review

STAR Financial Bank increased its Microsoft (MSFT) stake by 9.8% in Q2 2026, buying an estimated $232K and bringing the position to 6,407 shares worth $2.39M. The position accounts for 0.97% of the portfolio, ranked #23.

STAR Financial Bank first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.89M in Q1 2024. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • STAR Financial Bank held 6,407 shares of Microsoft worth $2.39M as of Q2 2026.
  • STAR Financial Bank bought 574 Microsoft shares in Q2 2026, an estimated $232K.
  • Microsoft made up 0.97% of STAR Financial Bank's portfolio in Q2 2026, its #23 holding.
  • STAR Financial Bank first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • STAR Financial Bank's Microsoft position peaked at $4.89M in Q1 2024.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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