Tortoise Investment Management’s Microsoft MSFT Stock Holding History

Tortoise Investment Management’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
2022 Q2	–	Sell	-700	Closed	-$8K	–	743
2022 Q1	$8K	Sell	700 -2,200	-76%	-$662K	﹤0.01%	521
2021 Q4	$9K	Buy	2,900 +700	+32%	+$227K	﹤0.01%	492
2021 Q3	$12K	Buy	2,200 +700	+47%	+$204K	﹤0.01%	449
2021 Q2	$6K	Hold	1,500	–	–	﹤0.01%	503
2021 Q1	$2K	Buy	+1,500	New	+$348K	﹤0.01%	553
2020 Q4	–	Sell	-1,500	Closed	-$14K	–	550
2020 Q3	$14K	Buy	+1,500	New	+$315K	﹤0.01%	346

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

Tortoise Investment Management's MSFT Position: Q2 2026 in Review

Tortoise Investment Management increased its Microsoft (MSFT) stake by 0.54% in Q2 2026, buying an estimated $20.6K and bringing the position to 9,549 shares worth $3.56M. The position accounts for 0.27% of the portfolio, ranked #82.

Tortoise Investment Management first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.63M in Q4 2025. 6,243 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Tortoise Investment Management held 9,549 shares of Microsoft worth $3.56M as of Q2 2026.
Tortoise Investment Management bought 51 Microsoft shares in Q2 2026, an estimated $20.6K.
Microsoft made up 0.27% of Tortoise Investment Management's portfolio in Q2 2026, its #82 holding.
Tortoise Investment Management first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
Tortoise Investment Management's Microsoft position peaked at $4.63M in Q4 2025.
6,243 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.