von Borstel & Associates’s Microsoft MSFT Stock Holding History

von Borstel & Associates’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	$326K	Buy	874 +6	+0.7%	+$2.43K	0.07%	31
2026 Q1	$321K	Buy	868 +156	+22%	+$65.3K	0.07%	30
2025 Q4	$344K	Sell	712 -48,255	-99%	-$24.2M	0.08%	31
2025 Q3	$24.8M	Buy	48,967 +48,255	+6,777%	+$24.6M	3.8%	6
2025 Q2	$381K	Buy	712 +135	+23%	+$58.6K	0.1%	28
2025 Q1	$216K	Sell	577 -135	-19%	-$55K	0.06%	33
2024 Q4	$300K	Buy	712 +54	+8%	+$23K	0.12%	32
2024 Q3	$283K	Buy	+658	New	+$281K	0.16%	27

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

von Borstel & Associates's MSFT Position: Q2 2026 in Review

von Borstel & Associates increased its Microsoft (MSFT) stake by 0.69% in Q2 2026, buying an estimated $2.43K and bringing the position to 874 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #31.

von Borstel & Associates first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.8M in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

von Borstel & Associates held 874 shares of Microsoft worth $326K as of Q2 2026.
von Borstel & Associates bought 6 Microsoft shares in Q2 2026, an estimated $2.43K.
Microsoft made up 0.07% of von Borstel & Associates's portfolio in Q2 2026, its #31 holding.
von Borstel & Associates first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
von Borstel & Associates's Microsoft position peaked at $24.8M in Q3 2025.
6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.