swisspartners Advisors’s Microsoft MSFT Stock Holding History

swisspartners Advisors’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	$239K	Hold	640	–	–	0.16%	21
2026 Q1	$236K	Hold	640	–	–	0.15%	22
2025 Q4	$309K	Hold	640	–	–	0.22%	21
2025 Q3	$332K	Hold	640	–	–	0.27%	19
2025 Q2	$318K	Sell	640 -5,666	-90%	-$2.46M	0.3%	22
2025 Q1	$2.09M	Buy	6,306 +5,666	+885%	+$2.31M	2.21%	14
2024 Q4	$245K	Hold	640	–	–	0.26%	23
2024 Q3	$233K	Hold	640	–	–	0.21%	27
2024 Q2	$258K	Hold	640	–	–	0.26%	27
2024 Q1	$243K	Hold	640	–	–	0.2%	27
2023 Q4	$203K	Hold	640	–	–	0.18%	28
2023 Q3	$185K	Hold	640	–	–	0.16%	28
2023 Q2	$218K	Buy	+640	New	+$201K	0.18%	27
2022 Q1	–	Sell	-640	Closed	-$218K	–	31
2021 Q4	$218K	Buy	+640	New	+$207K	0.16%	30
2021 Q3	–	Sell	-1,000	Closed	-$271K	–	33
2021 Q2	$271K	Buy	+1,000	New	+$254K	0.21%	30
2020 Q1	–	Sell	-1,775	Closed	-$280K	–	24
2019 Q4	$280K	Buy	+1,775	New	+$261K	0.27%	19

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

swisspartners Advisors's MSFT Position: Q2 2026 in Review

swisspartners Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 640 shares worth $239K. The position accounts for 0.16% of the portfolio, ranked #21.

swisspartners Advisors first reported a position in MSFT in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.09M in Q1 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

swisspartners Advisors held 640 shares of Microsoft worth $239K as of Q2 2026.
swisspartners Advisors left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.16% of swisspartners Advisors's portfolio in Q2 2026, its #21 holding.
swisspartners Advisors first reported a position in Microsoft in Q4 2019 and has held it in 16 quarters since.
swisspartners Advisors's Microsoft position peaked at $2.09M in Q1 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on swisspartners Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.