Unified Investment Management’s Microsoft MSFT Stock Holding History

Unified Investment Management’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	$1.8M	Buy	4,838 +195	+4%	+$78.9K	1.66%	14
2026 Q1	$1.72M	Buy	4,643 +136	+3%	+$56.9K	1.76%	11
2025 Q4	$2.18M	Hold	4,507	–	–	2.18%	4
2025 Q3	$2.33M	Sell	4,507 -30	-0.7%	-$15.3K	2.33%	4
2025 Q2	$2.26M	Buy	4,537 +5	+0.1%	+$2.17K	2.42%	2
2025 Q1	$1.7M	Sell	4,532 -754	-14%	-$307K	2.01%	7
2024 Q4	$2.23M	Buy	+5,286	New	+$2.25M	2.53%	4

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

Unified Investment Management's MSFT Position: Q2 2026 in Review

Unified Investment Management increased its Microsoft (MSFT) stake by 4.2% in Q2 2026, buying an estimated $78.9K and bringing the position to 4,838 shares worth $1.8M. The position accounts for 1.66% of the portfolio, ranked #14.

Unified Investment Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Unified Investment Management held 4,838 shares of Microsoft worth $1.8M as of Q2 2026.
Unified Investment Management bought 195 Microsoft shares in Q2 2026, an estimated $78.9K.
Microsoft made up 1.66% of Unified Investment Management's portfolio in Q2 2026, its #14 holding.
Unified Investment Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Unified Investment Management's Microsoft position peaked at $2.33M in Q3 2025.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.