Tacita Capital’s Microsoft MSFT Stock Holding History

Tacita Capital’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	$1.43M	Sell	3,821 -40	-1%	-$16.2K	0.77%	36
2026 Q1	$1.43M	Sell	3,861 -205	-5%	-$85.8K	0.85%	34
2025 Q4	$1.97M	Sell	4,066 -165	-4%	-$82.7K	1.14%	28
2025 Q3	$2.19M	Buy	4,231 +22	+0.5%	+$11.2K	1.32%	26
2025 Q2	$2.09M	Buy	4,209 +435	+12%	+$189K	1.35%	27
2025 Q1	$1.42M	Buy	3,774 +50	+1%	+$20.4K	1.02%	31
2024 Q4	$1.57M	Buy	3,724 +130	+4%	+$55.4K	1.12%	30
2024 Q3	$1.55M	Hold	3,594	–	–	1.01%	31
2024 Q2	$1.61M	Sell	3,594 -766	-18%	-$323K	1.13%	27
2024 Q1	$1.83M	Sell	4,360 -32	-0.7%	-$13K	1.27%	26
2023 Q4	$1.65M	Buy	4,392 +96	+2%	+$34.2K	1.22%	26
2023 Q3	$1.36M	Hold	4,296	–	–	1.06%	29
2023 Q2	$1.46M	Hold	4,296	–	–	1.07%	30
2023 Q1	$1.24M	Hold	4,296	–	–	0.93%	31
2022 Q4	$1.03M	Hold	4,296	–	–	0.77%	34
2022 Q3	$1M	Hold	4,296	–	–	0.78%	35
2022 Q2	$1.1M	Hold	4,296	–	–	0.76%	35
2022 Q1	$1.32M	Hold	4,296	–	–	0.77%	36
2021 Q4	$1.45M	Hold	4,296	–	–	0.82%	36
2021 Q3	$1.21M	Hold	4,296	–	–	0.74%	35
2021 Q2	$1.16M	Buy	4,296 +235	+6%	+$59.7K	0.7%	35
2021 Q1	$957K	Hold	4,061	–	–	0.62%	37
2020 Q4	$903K	Buy	+4,061	New	+$873K	0.59%	37

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

Tacita Capital's MSFT Position: Q2 2026 in Review

Tacita Capital reduced its Microsoft (MSFT) stake by 1% in Q2 2026, selling an estimated $16.2K and leaving 3,821 shares worth $1.43M. The position accounts for 0.77% of the portfolio, ranked #36.

Tacita Capital first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.19M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Tacita Capital held 3,821 shares of Microsoft worth $1.43M as of Q2 2026.
Tacita Capital sold 40 Microsoft shares in Q2 2026, an estimated $16.2K.
Microsoft made up 0.77% of Tacita Capital's portfolio in Q2 2026, its #36 holding.
Tacita Capital first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
Tacita Capital's Microsoft position peaked at $2.19M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.