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Umpqua Bank’s Microsoft MSFT Stock Holding History

Umpqua Bank’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 		$17.6M Buy
47,249
+5,127
+12% +$2.07M 3.95% 5
2026
Q1 		$15.6M Buy
42,122
+650
+2% +$272K 4.45% 4
2025
Q4 		$20.1M Sell
41,472
-541
-1% -$271K 5.57% 1
2025
Q3 		$21.6M Buy
42,013
+552
+1% +$282K 6.03% 1
2025
Q2 		$20.6M Buy
41,461
+2,121
+5% +$921K 6.27% 1
2025
Q1 		$14.8M Buy
39,340
+920
+2% +$375K 5.11% 1
2024
Q4 		$16M Buy
38,420
+3,051
+9% +$1.3M 5.52% 1
2024
Q3 		$15.2M Buy
35,369
+755
+2% +$323K 5.57% 1
2024
Q2 		$15.5M Buy
34,614
+861
+3% +$364K 5.99% 1
2024
Q1 		$14.2M Buy
+33,753
New +$13.7M 5.83% 1

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

Umpqua Bank's MSFT Position: Q2 2026 in Review

Umpqua Bank increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $2.07M and bringing the position to 47,249 shares worth $17.6M. The position accounts for 3.95% of the portfolio, ranked #5.

Umpqua Bank first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $21.6M in Q3 2025. 6,118 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Umpqua Bank held 47,249 shares of Microsoft worth $17.6M as of Q2 2026.
  • Umpqua Bank bought 5,127 Microsoft shares in Q2 2026, an estimated $2.07M.
  • Microsoft made up 3.95% of Umpqua Bank's portfolio in Q2 2026, its #5 holding.
  • Umpqua Bank first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
  • Umpqua Bank's Microsoft position peaked at $21.6M in Q3 2025.
  • 6,118 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.