Unconventional Investor’s Microsoft MSFT Stock Holding History

Unconventional Investor’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	$218K	Buy	+584	New	+$236K	0.09%	49
2026 Q1	–	Sell	-522	Closed	-$253K	–	47
2025 Q4	$253K	Hold	522	–	–	0.12%	42
2025 Q3	$270K	Hold	522	–	–	0.14%	39
2025 Q2	$260K	Sell	522 -77	-13%	-$33.4K	0.14%	36
2025 Q1	$225K	Sell	599 -5	-0.8%	-$2.04K	0.13%	31
2024 Q4	$255K	Hold	604	–	–	0.15%	31
2024 Q3	$260K	Buy	604 +76	+14%	+$32.5K	0.16%	31
2024 Q2	$236K	Sell	528 -37	-7%	-$15.6K	0.17%	31
2024 Q1	$238K	Sell	565 -6	-1%	-$2.43K	0.17%	31
2023 Q4	$215K	Buy	+571	New	+$203K	0.17%	30
2023 Q3	–	Sell	-604	Closed	-$206K	–	34
2023 Q2	$206K	Buy	+604	New	+$189K	0.19%	31

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

Unconventional Investor's MSFT Position: Q2 2026 in Review

Unconventional Investor opened a new position in Microsoft (MSFT) in Q2 2026: 584 shares worth $218K. The stake represents 0.09% of the portfolio and ranks #49 among its holdings. This is a return to the name: Unconventional Investor previously reported a position in MSFT as recently as Q4 2025.

Unconventional Investor first reported a position in MSFT in Q2 2023 and has held it in 11 quarters since. The position peaked at $270K in Q3 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Unconventional Investor held 584 shares of Microsoft worth $218K as of Q2 2026.
Microsoft was a new Unconventional Investor position in Q2 2026.
Microsoft made up 0.09% of Unconventional Investor's portfolio in Q2 2026, its #49 holding.
Unconventional Investor first reported a position in Microsoft in Q2 2023 and has held it in 11 quarters since.
Unconventional Investor's Microsoft position peaked at $270K in Q3 2025.
6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Unconventional Investor's 13F filing for Q2 2026, filed 18 Aug 2026.