ADG Wealth Management Group’s Microsoft MSFT Stock Holding History

ADG Wealth Management Group’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	$365K	Buy	979 +135	+16%	+$54.6K	0.23%	30
2026 Q1	$312K	Buy	844 +225	+36%	+$94.2K	0.22%	30
2025 Q4	$299K	Buy	619 +68	+12%	+$34.1K	0.23%	28
2025 Q3	$285K	Buy	551 +50	+10%	+$25.5K	0.23%	24
2025 Q2	$249K	Buy	+501	New	+$218K	0.21%	25

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

ADG Wealth Management Group's MSFT Position: Q2 2026 in Review

ADG Wealth Management Group increased its Microsoft (MSFT) stake by 16% in Q2 2026, buying an estimated $54.6K and bringing the position to 979 shares worth $365K. The position accounts for 0.23% of the portfolio, ranked #30.

ADG Wealth Management Group first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

ADG Wealth Management Group held 979 shares of Microsoft worth $365K as of Q2 2026.
ADG Wealth Management Group bought 135 Microsoft shares in Q2 2026, an estimated $54.6K.
Microsoft made up 0.23% of ADG Wealth Management Group's portfolio in Q2 2026, its #30 holding.
ADG Wealth Management Group first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on ADG Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.