Verde Capital Management’s Microsoft MSFT Stock Holding History

Verde Capital 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	$3.46M	Buy	9,279 +1,030	+12%	+$417K	0.64%	30
2026 Q1	$3.05M	Buy	8,249 +805	+11%	+$337K	0.65%	30
2025 Q4	$3.6M	Buy	7,444 +835	+13%	+$418K	0.77%	25
2025 Q3	$3.42M	Buy	6,609 +2,222	+51%	+$1.13M	0.76%	28
2025 Q2	$2.18M	Buy	4,387 +253	+6%	+$110K	0.54%	34
2025 Q1	$1.55M	Buy	4,134 +429	+12%	+$175K	0.44%	39
2024 Q4	$1.56M	Buy	3,705 +1,241	+50%	+$529K	0.44%	37
2024 Q3	$1.06M	Buy	2,464 +1,527	+163%	+$653K	0.32%	40
2024 Q2	$419K	Buy	937 +247	+36%	+$104K	0.13%	40
2024 Q1	$290K	Buy	+690	New	+$279K	0.1%	37

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

Verde Capital Management's MSFT Position: Q2 2026 in Review

Verde Capital Management increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $417K and bringing the position to 9,279 shares worth $3.46M. The position accounts for 0.64% of the portfolio, ranked #30.

Verde Capital Management first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.6M in Q4 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Verde Capital Management held 9,279 shares of Microsoft worth $3.46M as of Q2 2026.
Verde Capital Management bought 1,030 Microsoft shares in Q2 2026, an estimated $417K.
Microsoft made up 0.64% of Verde Capital Management's portfolio in Q2 2026, its #30 holding.
Verde Capital Management first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
Verde Capital Management's Microsoft position peaked at $3.6M in Q4 2025.
6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Verde Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.