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Warm Springs Advisors’s Microsoft MSFT Stock Holding History

Warm Springs Advisors’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 		$6.25M Buy
16,743
+908
+6% +$367K 4.32% 7
2026
Q1 		$5.86M Hold
15,835
– – 4.98% 5
2025
Q4 		$7.66M Sell
15,835
-422
-3% -$211K 5.93% 4
2025
Q3 		$8.42M Hold
16,257
– – 6.4% 3
2025
Q2 		$8.09M Buy
16,257
+2,552
+19% +$1.11M 6.94% 3
2025
Q1 		$5.14M Sell
13,705
-172
-1% -$70.1K 5.17% 4
2024
Q4 		$5.85M Buy
+13,877
New +$5.91M 5.43% 3

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Warm Springs Advisors's MSFT Position: Q2 2026 in Review

Warm Springs Advisors increased its Microsoft (MSFT) stake by 5.7% in Q2 2026, buying an estimated $367K and bringing the position to 16,743 shares worth $6.25M. The position accounts for 4.32% of the portfolio, ranked #7.

Warm Springs Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.42M in Q3 2025. 6,246 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Warm Springs Advisors held 16,743 shares of Microsoft worth $6.25M as of Q2 2026.
  • Warm Springs Advisors bought 908 Microsoft shares in Q2 2026, an estimated $367K.
  • Microsoft made up 4.32% of Warm Springs Advisors's portfolio in Q2 2026, its #7 holding.
  • Warm Springs Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Warm Springs Advisors's Microsoft position peaked at $8.42M in Q3 2025.
  • 6,246 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Warm Springs Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.