Thurston Springer Miller Herd & Titak’s Microsoft MSFT Stock Holding History

Thurston Springer Miller Herd & Titak’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	$7.98M	Buy	21,388 +4,902	+30%	+$1.98M	2.9%	2
2026 Q1	$6.1M	Sell	16,486 -8,399	-34%	-$3.51M	2.52%	2
2025 Q4	$12M	Buy	24,885 +21,300	+594%	+$10.7M	4.2%	1
2025 Q3	$1.86M	Sell	3,585 -69,992	-95%	-$35.7M	3.68%	3
2025 Q2	$36.6M	Buy	73,577 +5,621	+8%	+$2.44M	4.72%	2
2025 Q1	$25.5M	Buy	67,956 +9,357	+16%	+$3.81M	4.29%	2
2024 Q4	$24.7M	Buy	58,599 +15,206	+35%	+$6.48M	4.99%	2
2024 Q3	$18.7M	Buy	43,393 +2,308	+6%	+$987K	5.15%	1
2024 Q2	$18.4M	Buy	+41,085	New	+$17.4M	5.71%	1

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's MSFT Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Microsoft (MSFT) stake by 30% in Q2 2026, buying an estimated $1.98M and bringing the position to 21,388 shares worth $7.98M. The position accounts for 2.9% of the portfolio, ranked #2.

Thurston Springer Miller Herd & Titak first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $36.6M in Q2 2025. 2,491 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Thurston Springer Miller Herd & Titak held 21,388 shares of Microsoft worth $7.98M as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 4,902 Microsoft shares in Q2 2026, an estimated $1.98M.
Microsoft made up 2.9% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #2 holding.
Thurston Springer Miller Herd & Titak first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's Microsoft position peaked at $36.6M in Q2 2025.
2,491 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.