Truepoint Inc’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.87M | Buy |
7,696
+418
| +6% | +$169K | 0.06% | 49 |
|
|
2026
Q1 | $2.69M | Buy |
7,278
+112
| +2% | +$46.9K | 0.06% | 50 |
|
|
2025
Q4 | $3.47M | Sell |
7,166
-906
| -11% | -$454K | 0.08% | 44 |
|
|
2025
Q3 | $4.18M | Buy |
8,072
+458
| +6% | +$234K | 0.1% | 38 |
|
|
2025
Q2 | $3.79M | Buy |
7,614
+531
| +7% | +$231K | 0.09% | 39 |
|
|
2025
Q1 | $2.66M | Sell |
7,083
-422
| -6% | -$172K | 0.07% | 44 |
|
|
2024
Q4 | $3.16M | Sell |
7,505
-33
| -0.4% | -$14.1K | 0.08% | 40 |
|
|
2024
Q3 | $3.24M | Buy |
7,538
+2,413
| +47% | +$1.03M | 0.09% | 39 |
|
|
2024
Q2 | $2.29M | Sell |
5,125
-406
| -7% | -$171K | 0.07% | 41 |
|
|
2024
Q1 | $2.33M | Sell |
5,531
-14,522
| -72% | -$5.88M | 0.07% | 42 |
|
|
2023
Q4 | $7.54M | Buy |
20,053
+3,688
| +23% | +$1.31M | 0.22% | 31 |
|
|
2023
Q3 | $5.17M | Buy |
16,365
+9,973
| +156% | +$3.3M | 0.17% | 36 |
|
|
2023
Q2 | $2.18M | Buy |
6,392
+742
| +13% | +$233K | 0.07% | 47 |
|
|
2023
Q1 | $1.63M | Buy |
5,650
+346
| +7% | +$88.3K | 0.06% | 54 |
|
|
2022
Q4 | $1.27M | Sell |
5,304
-2,735
| -34% | -$656K | 0.05% | 65 |
|
|
2022
Q3 | $1.87M | Sell |
8,039
-656
| -8% | -$173K | 0.1% | 46 |
|
|
2022
Q2 | $2.23M | Buy |
8,695
+1,396
| +19% | +$379K | 0.12% | 37 |
|
|
2022
Q1 | $2.25M | Sell |
7,299
-281
| -4% | -$84.5K | 0.11% | 40 |
|
|
2021
Q4 | $2.55M | Buy |
7,580
+1,042
| +16% | +$338K | 0.12% | 33 |
|
|
2021
Q3 | $1.84M | Buy |
6,538
+1,226
| +23% | +$357K | 0.09% | 39 |
|
|
2021
Q2 | $1.44M | Buy |
5,312
+338
| +7% | +$85.9K | 0.08% | 42 |
|
|
2021
Q1 | $1.17M | Sell |
4,974
-158
| -3% | -$36.7K | 0.07% | 42 |
|
|
2020
Q4 | $1.14M | Buy |
+5,132
| New | +$1.1M | 0.08% | 43 |
|
|
2020
Q1 | – | Sell |
-10,118
| Closed | -$1.6M | – | 85 |
|
|
2019
Q4 | $1.6M | Buy |
10,118
+1
| +0% | +$147 | 0.12% | 28 |
|
|
2019
Q3 | $1.41M | Buy |
10,117
+128
| +1% | +$17.6K | 0.12% | 28 |
|
|
2019
Q2 | $1.34M | Buy |
9,989
+4,829
| +94% | +$613K | 0.11% | 37 |
|
|
2019
Q1 | $609K | Sell |
5,160
-934
| -15% | -$102K | 0.05% | 52 |
|
|
2018
Q4 | $619K | Buy |
6,094
+1,236
| +25% | +$132K | 0.06% | 46 |
|
|
2018
Q3 | $556K | Sell |
4,858
-2,615
| -35% | -$283K | 0.05% | 60 |
|
|
2018
Q2 | $737K | Buy |
7,473
+6,936
| +1,292% | +$672K | 0.07% | 43 |
|
|
2018
Q1 | $5.89K | Sell |
537
-4,838
| -90% | -$442K | 0.05% | 53 |
|
|
2017
Q4 | $460K | Buy |
5,375
+835
| +18% | +$68.5K | 0.04% | 52 |
|
|
2017
Q3 | $338K | Sell |
4,540
-600
| -12% | -$43.8K | 0.03% | 70 |
|
|
2017
Q2 | $371K | Buy |
+5,140
| New | +$353K | 0.04% | 67 |
|
Other funds holding MSFT
Truepoint Inc's MSFT Position: Q2 2026 in Review
Truepoint Inc increased its Microsoft (MSFT) stake by 5.7% in Q2 2026, buying an estimated $169K and bringing the position to 7,696 shares worth $2.87M. The position accounts for 0.06% of the portfolio, ranked #49.
Truepoint Inc first reported a position in MSFT in Q2 2017 and has held it in 34 quarters since. The position peaked at $7.54M in Q4 2023. 3,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Truepoint Inc held 7,696 shares of Microsoft worth $2.87M as of Q2 2026.
- Truepoint Inc bought 418 Microsoft shares in Q2 2026, an estimated $169K.
- Microsoft made up 0.06% of Truepoint Inc's portfolio in Q2 2026, its #49 holding.
- Truepoint Inc first reported a position in Microsoft in Q2 2017 and has held it in 34 quarters since.
- Truepoint Inc's Microsoft position peaked at $7.54M in Q4 2023.
- 3,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.