Union Bancaire Privee
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Union Bancaire Privee’s Microsoft MSFT Stock Holding History

Union Bancaire Privee’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
Q3 		$1.88B Buy
1,032,504
+19,453
+2% +$9M 18.21% 1
2026
Q2 		$1.44B Sell
1,013,051
-8,452
-0.8% -$3.42M 15.76% 1
2026
Q1 		$1.47B Sell
1,021,503
-26,742
-3% -$11.2M 20.47% 1
2025
Q4 		$1.8B Buy
1,048,245
+208,257
+25% +$104M 21.33% 1
2025
Q3 		$1.44B Sell
839,988
-86,268
-9% -$44M 20.45% 1
2025
Q2 		$1.44B Sell
926,256
-65,285
-7% -$28.4M 20.93% 1
2025
Q1 		$1.13B Sell
991,541
-10,171
-1% -$4.15M 21.82% 1
2024
Q4 		$1.2B Buy
+1,001,712
New +$427M 20.98% 1

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Union Bancaire Privee's MSFT Position: Q3 2026 in Review

Union Bancaire Privee increased its Microsoft (MSFT) stake by 1.9% in Q3 2026, buying an estimated $9M and bringing the position to 1,032,504 shares worth $1.88B. The position accounts for 18.21% of the portfolio, ranked #1.

Union Bancaire Privee first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Union Bancaire Privee held 1,032,504 shares of Microsoft worth $1.88B as of Q3 2026.
  • Union Bancaire Privee bought 19,453 Microsoft shares in Q3 2026, an estimated $9M.
  • Microsoft made up 18.21% of Union Bancaire Privee's portfolio in Q3 2026, its #1 holding.
  • Union Bancaire Privee first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Union Bancaire Privee's 13F filing for Q3 2026, filed 4 Nov 2026.