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Swan Global Investments’s Microsoft MSFT Stock Holding History

Swan Global Investments’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 		$12.8M Buy
34,410
+32,156
+1,427% +$13M 0.38% 24
2026
Q1 		$834K Buy
2,254
+473
+27% +$198K 0.03% 42
2025
Q4 		$861K Buy
1,781
+181
+11% +$90.7K 0.03% 42
2025
Q3 		$829K Sell
1,600
-88
-5% -$44.9K 0.02% 40
2025
Q2 		$840K Buy
1,688
+297
+21% +$129K 0.02% 38
2025
Q1 		$522K Buy
1,391
+505
+57% +$206K 0.02% 39
2024
Q4 		$373K Buy
886
+398
+82% +$170K 0.01% 45
2024
Q3 		$210K Sell
488
-13
-3% -$5.56K 0.01% 43
2024
Q2 		$223K Buy
+501
New +$212K 0.01% 40

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

Swan Global Investments's MSFT Position: Q2 2026 in Review

Swan Global Investments increased its Microsoft (MSFT) stake by 1,427% in Q2 2026, buying an estimated $13M and bringing the position to 34,410 shares worth $12.8M. The position accounts for 0.38% of the portfolio, ranked #24.

Swan Global Investments first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Swan Global Investments held 34,410 shares of Microsoft worth $12.8M as of Q2 2026.
  • Swan Global Investments bought 32,156 Microsoft shares in Q2 2026, an estimated $13M.
  • Microsoft made up 0.38% of Swan Global Investments's portfolio in Q2 2026, its #24 holding.
  • Swan Global Investments first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Swan Global Investments's 13F filing for Q2 2026, filed 11 Aug 2026.