Thayer Partners’s Microsoft MSFT Stock Holding History

Thayer Partners’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	$1.13M	Buy	3,032 +347	+13%	+$140K	0.47%	40
2026 Q1	$994K	Buy	2,685 +379	+16%	+$159K	0.47%	41
2025 Q4	$1.12M	Buy	+2,306	New	+$1.16M	0.54%	35

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 $3.38T AUM 44.17% 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

Thayer Partners's MSFT Position: Q2 2026 in Review

Thayer Partners increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $140K and bringing the position to 3,032 shares worth $1.13M. The position accounts for 0.47% of the portfolio, ranked #40.

Thayer Partners first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Thayer Partners held 3,032 shares of Microsoft worth $1.13M as of Q2 2026.
Thayer Partners bought 347 Microsoft shares in Q2 2026, an estimated $140K.
Microsoft made up 0.47% of Thayer Partners's portfolio in Q2 2026, its #40 holding.
Thayer Partners first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Thayer Partners's 13F filing for Q2 2026, filed 31 Jul 2026.