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Turn8 Private Wealth’s Microsoft MSFT Stock Holding History

Turn8 Private 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 		$9.36M Buy
22,110
+3,708
+20% +$1.5M 6.24% 1
2026
Q1 		$6.81M Buy
18,402
+6,996
+61% +$2.93M 4.26% 3
2025
Q4 		$5.47M Buy
11,406
+99
+0.9% +$49.6K 3.92% 5
2025
Q3 		$5.81M Sell
11,307
-116
-1% -$59.2K 4.17% 2
2025
Q2 		$5.77M Buy
11,423
+423
+4% +$184K 4.17% 3
2025
Q1 		$4.13M Buy
11,000
+340
+3% +$139K 3.23% 4
2024
Q4 		$4.49M Buy
+10,660
New +$4.54M 3.2% 6

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 $3.37T AUM 44.26% 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

Turn8 Private Wealth's MSFT Position: Q2 2026 in Review

Turn8 Private Wealth increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $1.5M and bringing the position to 22,110 shares worth $9.36M. The position accounts for 6.24% of the portfolio, ranked #1.

Turn8 Private Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Turn8 Private Wealth held 22,110 shares of Microsoft worth $9.36M as of Q2 2026.
  • Turn8 Private Wealth bought 3,708 Microsoft shares in Q2 2026, an estimated $1.5M.
  • Microsoft made up 6.24% of Turn8 Private Wealth's portfolio in Q2 2026, its #1 holding.
  • Turn8 Private Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.