TritonPoint Wealth’s Microsoft MSFT Stock Holding History

TritonPoint Wealth’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	$24M	Buy	64,235 +2,119	+3%	+$857K	2.35%	8
2026 Q1	$23M	Sell	62,116 -1,374	-2%	-$575K	2.46%	7
2025 Q4	$30.7M	Sell	63,490 -18,953	-23%	-$9.5M	3.11%	6
2025 Q3	$42.7M	Sell	82,443 -152	-0.2%	-$77.5K	3.66%	3
2025 Q2	$41.1M	Sell	82,595 -1,666	-2%	-$723K	3.8%	2
2025 Q1	$31.6M	Buy	84,261 +540	+0.6%	+$220K	3.01%	4
2024 Q4	$35.3M	Sell	83,721 -422	-0.5%	-$180K	3.19%	3
2024 Q3	$36M	Buy	84,143 +2,979	+4%	+$1.27M	3.29%	2
2024 Q2	$36.3M	Buy	81,164 +6,743	+9%	+$2.85M	3.49%	2
2024 Q1	$26.9M	Sell	74,421 -8,323	-10%	-$3.37M	2.81%	4
2023 Q4	$31.1M	Buy	+82,744	New	+$29.5M	3.04%	3

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

TritonPoint Wealth's MSFT Position: Q2 2026 in Review

TritonPoint Wealth increased its Microsoft (MSFT) stake by 3.4% in Q2 2026, buying an estimated $857K and bringing the position to 64,235 shares worth $24M. The position accounts for 2.35% of the portfolio, ranked #8.

TritonPoint Wealth first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.7M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

TritonPoint Wealth held 64,235 shares of Microsoft worth $24M as of Q2 2026.
TritonPoint Wealth bought 2,119 Microsoft shares in Q2 2026, an estimated $857K.
Microsoft made up 2.35% of TritonPoint Wealth's portfolio in Q2 2026, its #8 holding.
TritonPoint Wealth first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Microsoft position peaked at $42.7M in Q3 2025.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.