Tru Independence Asset Management 2’s Microsoft MSFT Stock Holding History

Tru Independence Asset Management 2’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	$2.78M	Buy	7,441 +424	+6%	+$172K	1.5%	21
2026 Q1	$2.6M	Buy	7,017 +3,270	+87%	+$1.37M	1.6%	20
2025 Q4	$1.81M	Hold	3,747	–	–	1.13%	27
2025 Q3	$1.94M	Sell	3,747 -20	-0.5%	-$10.2K	1.28%	24
2025 Q2	$1.87M	Sell	3,767 -386	-9%	-$168K	1.28%	24
2025 Q1	$1.56M	Sell	4,153 -397	-9%	-$162K	1.17%	25
2024 Q4	$1.92M	Buy	4,550 +126	+3%	+$53.7K	1.6%	20
2024 Q3	$1.9M	Buy	+4,424	New	+$1.89M	1.6%	19
2023 Q1	$7.85M	Buy	+27,245	New	+$6.95M	7.89%	1
2022 Q3	$2.8M	Buy	12,018 +790	+7%	+$209K	2.97%	10
2022 Q2	$2.88M	Sell	11,228 -5,938	-35%	-$1.61M	2.37%	11
2022 Q1	$5.29M	Sell	17,166 -6,267	-27%	-$1.89M	3.04%	7
2021 Q4	$7.88M	Buy	23,433 +2,846	+14%	+$923K	4.18%	7
2021 Q3	$5.8M	Buy	20,587 +1,658	+9%	+$482K	4.12%	6
2021 Q2	$5.13M	Buy	18,929 +3,616	+24%	+$919K	3.5%	7
2021 Q1	$3.61M	Buy	15,313 +2,510	+20%	+$582K	2.86%	11
2020 Q4	$2.85M	Buy	+12,803	New	+$2.75M	2.4%	9

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

Tru Independence Asset Management 2's MSFT Position: Q2 2026 in Review

Tru Independence Asset Management 2 increased its Microsoft (MSFT) stake by 6% in Q2 2026, buying an estimated $172K and bringing the position to 7,441 shares worth $2.78M. The position accounts for 1.5% of the portfolio, ranked #21.

Tru Independence Asset Management 2 first reported a position in MSFT in Q4 2020 and has held it in 17 quarters since. The position peaked at $7.88M in Q4 2021. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Tru Independence Asset Management 2 held 7,441 shares of Microsoft worth $2.78M as of Q2 2026.
Tru Independence Asset Management 2 bought 424 Microsoft shares in Q2 2026, an estimated $172K.
Microsoft made up 1.5% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #21 holding.
Tru Independence Asset Management 2 first reported a position in Microsoft in Q4 2020 and has held it in 17 quarters since.
Tru Independence Asset Management 2's Microsoft position peaked at $7.88M in Q4 2021.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.