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Tepp RIA’s Microsoft MSFT Stock Holding History

Tepp RIA’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 		$385K Sell
1,032
-51
-5% -$20.6K 0.26% 34
2026
Q1 		$401K Sell
1,083
-2,616
-71% -$1.09M 0.31% 28
2025
Q4 		$1.79M Buy
3,699
+601
+19% +$301K 1.77% 9
2025
Q3 		$1.6M Buy
3,098
+1,747
+129% +$891K 1.82% 7
2025
Q2 		$672K Sell
1,351
-255
-16% -$111K 0.87% 11
2025
Q1 		$603K Sell
1,606
-240
-13% -$97.8K 0.82% 11
2024
Q4 		$778K Buy
+1,846
New +$786K 1.15% 10

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

Tepp RIA's MSFT Position: Q2 2026 in Review

Tepp RIA reduced its Microsoft (MSFT) stake by 4.7% in Q2 2026, selling an estimated $20.6K and leaving 1,032 shares worth $385K. The position accounts for 0.26% of the portfolio, ranked #34.

Tepp RIA first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Tepp RIA held 1,032 shares of Microsoft worth $385K as of Q2 2026.
  • Tepp RIA sold 51 Microsoft shares in Q2 2026, an estimated $20.6K.
  • Microsoft made up 0.26% of Tepp RIA's portfolio in Q2 2026, its #34 holding.
  • Tepp RIA first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Tepp RIA's Microsoft position peaked at $1.79M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tepp RIA's 13F filing for Q2 2026, filed 28 Jul 2026.