TWM
MSFT icon

Tripletail Wealth Management’s Microsoft MSFT Stock Holding History

Tripletail Wealth 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
2026
Q2 		$1.71M Sell
4,385
-3
-0.1% -$1.21K 1.97% 8
2026
Q1 		$1.64M Sell
4,388
-136
-3% -$56.9K 2.23% 6
2025
Q4 		$2.19M Sell
4,524
-122
-3% -$61.1K 2.77% 5
2025
Q3 		$2.44M Buy
4,646
+3
+0.1% +$1.53K 2.89% 3
2025
Q2 		$2.44M Buy
+4,643
New +$2.02M 3.48% 3

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 $3.38T AUM 44.17% 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

Tripletail Wealth Management's MSFT Position: Q2 2026 in Review

Tripletail Wealth Management reduced its Microsoft (MSFT) stake by 0.07% in Q2 2026, selling an estimated $1.21K and leaving 4,385 shares worth $1.71M. The position accounts for 1.97% of the portfolio, ranked #8.

Tripletail Wealth Management first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.44M in Q2 2025. 6,253 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Tripletail Wealth Management held 4,385 shares of Microsoft worth $1.71M as of Q2 2026.
  • Tripletail Wealth Management sold 3 Microsoft shares in Q2 2026, an estimated $1.21K.
  • Microsoft made up 1.97% of Tripletail Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Tripletail Wealth Management first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • Tripletail Wealth Management's Microsoft position peaked at $2.44M in Q2 2025.
  • 6,253 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.