Tiptree Advisors’s Microsoft MSFT Stock Holding History

Tiptree Advisors’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	–	Sell	-25,000	Closed	-$9.25M	–	28
2026 Q1	$9.25M	Hold	25,000	–	–	5.37%	5
2025 Q4	$12.1M	Hold	25,000	–	–	6.97%	7
2025 Q3	$12.9M	Buy	25,000 +3,900	+18%	+$1.99M	8.1%	3
2025 Q2	$10.5M	Buy	21,100 +3,500	+20%	+$1.52M	8.22%	4
2025 Q1	$6.61M	Hold	17,600	–	–	5.47%	6
2024 Q4	$7.42M	Buy	+17,600	New	+$7.5M	7.69%	4

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

Tiptree Advisors's MSFT Position: Q2 2026 in Review

Tiptree Advisors sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 25,000 shares — an estimated $9.25M sold.

Tiptree Advisors first reported a position in MSFT in Q4 2024 and held it in 6 quarters. The position peaked at $12.9M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Tiptree Advisors reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Tiptree Advisors sold 25,000 Microsoft shares in Q2 2026, an estimated $9.25M.
Tiptree Advisors first reported a position in Microsoft in Q4 2024 and held it in 6 quarters.
Tiptree Advisors's Microsoft position peaked at $12.9M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tiptree Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.