Stephens Investment Management Group’s Microsoft MSFT Stock Holding History

Stephens Investment Management Group’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	$682K	Buy	1,829 +86	+5%	+$34.8K	0.01%	164
2026 Q1	$645K	Hold	1,743	–	–	0.01%	163
2025 Q4	$843K	Buy	1,743 +172	+11%	+$86.2K	0.01%	163
2025 Q3	$814K	Sell	1,571 -894	-36%	-$456K	0.01%	166
2025 Q2	$1.23M	Sell	2,465 -59	-2%	-$25.6K	0.02%	164
2025 Q1	$947K	Hold	2,524	–	–	0.01%	155
2024 Q4	$1.06M	Sell	2,524 -482	-16%	-$205K	0.01%	160
2024 Q3	$1.29M	Hold	3,006	–	–	0.02%	151
2024 Q2	$1.34M	Buy	3,006 +84	+3%	+$35.5K	0.02%	151
2024 Q1	$1.23M	Buy	2,922 +317	+12%	+$128K	0.02%	150
2023 Q4	$980K	Hold	2,605	–	–	0.01%	149
2023 Q3	$823K	Hold	2,605	–	–	0.01%	154
2023 Q2	$887K	Buy	2,605 +298	+13%	+$93.4K	0.01%	155
2023 Q1	$665K	Hold	2,307	–	–	0.01%	154
2022 Q4	$556K	Buy	2,307 +642	+39%	+$154K	0.01%	153
2022 Q3	$388K	Hold	1,665	–	–	0.01%	159
2022 Q2	$428K	Hold	1,665	–	–	0.01%	160
2022 Q1	$513K	Hold	1,665	–	–	0.01%	164
2021 Q4	$560K	Hold	1,665	–	–	0.01%	168
2021 Q3	$469K	Hold	1,665	–	–	0.01%	168
2021 Q2	$451K	Sell	1,665 -238	-13%	-$60.5K	0.01%	168
2021 Q1	$449K	Hold	1,903	–	–	0.01%	167
2020 Q4	$423K	Hold	1,903	–	–	0.01%	164
2020 Q3	$400K	Hold	1,903	–	–	0.01%	159
2020 Q2	$387K	Buy	1,903 +342	+22%	+$62.1K	0.01%	155
2020 Q1	$246K	Hold	1,561	–	–	0.01%	150
2019 Q4	$246K	Hold	1,561	–	–	﹤0.01%	154
2019 Q3	$217K	Hold	1,561	–	–	﹤0.01%	156
2019 Q2	$209K	Hold	1,561	–	–	﹤0.01%	169
2019 Q1	$184K	Hold	1,561	–	–	﹤0.01%	169
2018 Q4	$159K	Hold	1,561	–	–	﹤0.01%	168
2018 Q3	$179K	Hold	1,561	–	–	﹤0.01%	169
2018 Q2	$154K	Buy	1,561 +178	+13%	+$17.3K	﹤0.01%	171
2018 Q1	$126K	Buy	1,383 +396	+40%	+$36.2K	﹤0.01%	172
2017 Q4	$84K	Hold	987	–	–	﹤0.01%	177
2017 Q3	$74K	Hold	987	–	–	﹤0.01%	171
2017 Q2	$68K	Hold	987	–	–	﹤0.01%	175
2017 Q1	$65K	Hold	987	–	–	﹤0.01%	173
2016 Q4	$61K	Buy	987 +222	+29%	+$13.4K	﹤0.01%	170
2016 Q3	$44K	Buy	765 +135	+21%	+$7.62K	﹤0.01%	170
2016 Q2	$32K	Hold	630	–	–	﹤0.01%	183
2016 Q1	$35K	Hold	630	–	–	﹤0.01%	179
2015 Q4	$35K	Buy	+630	New	+$33.2K	﹤0.01%	185

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

Stephens Investment Management Group's MSFT Position: Q2 2026 in Review

Stephens Investment Management Group increased its Microsoft (MSFT) stake by 4.9% in Q2 2026, buying an estimated $34.8K and bringing the position to 1,829 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #164.

Stephens Investment Management Group first reported a position in MSFT in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.34M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Stephens Investment Management Group held 1,829 shares of Microsoft worth $682K as of Q2 2026.
Stephens Investment Management Group bought 86 Microsoft shares in Q2 2026, an estimated $34.8K.
Microsoft made up 0.01% of Stephens Investment Management Group's portfolio in Q2 2026, its #164 holding.
Stephens Investment Management Group first reported a position in Microsoft in Q4 2015 and has held it in 43 quarters since.
Stephens Investment Management Group's Microsoft position peaked at $1.34M in Q2 2024.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stephens Investment Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.