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Tidemark’s Microsoft MSFT Stock Holding History

Tidemark’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 		$1.42M Buy
3,819
+72
+2% +$29.1K 0.32% 47
2026
Q1 		$1.39M Buy
3,747
+582
+18% +$244K 0.35% 43
2025
Q4 		$1.53M Buy
3,165
+172
+6% +$86.2K 0.44% 39
2025
Q3 		$1.55M Buy
2,993
+208
+7% +$106K 0.45% 37
2025
Q2 		$1.39M Buy
2,785
+104
+4% +$45.2K 0.45% 33
2025
Q1 		$1.01M Sell
2,681
-269
-9% -$110K 0.37% 41
2024
Q4 		$1.24M Buy
2,950
+871
+42% +$371K 0.48% 34
2024
Q3 		$895K Buy
2,079
+97
+5% +$41.5K 0.37% 42
2024
Q2 		$886K Buy
1,982
+868
+78% +$367K 0.41% 40
2024
Q1 		$469K Buy
1,114
+101
+10% +$40.9K 0.26% 75
2023
Q4 		$381K Buy
+1,013
New +$361K 0.24% 71

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

Tidemark's MSFT Position: Q2 2026 in Review

Tidemark increased its Microsoft (MSFT) stake by 1.9% in Q2 2026, buying an estimated $29.1K and bringing the position to 3,819 shares worth $1.42M. The position accounts for 0.32% of the portfolio, ranked #47.

Tidemark first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Tidemark held 3,819 shares of Microsoft worth $1.42M as of Q2 2026.
  • Tidemark bought 72 Microsoft shares in Q2 2026, an estimated $29.1K.
  • Microsoft made up 0.32% of Tidemark's portfolio in Q2 2026, its #47 holding.
  • Tidemark first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's Microsoft position peaked at $1.55M in Q3 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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