Allied Private Wealth’s Microsoft MSFT Stock Holding History

Allied Private Wealth’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	$9.25M	Buy	+24,134	New	+$9.76M	5.93%	2

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

Allied Private Wealth's MSFT Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Microsoft (MSFT) in Q2 2026: 24,134 shares worth $9.25M. The stake represents 5.93% of the portfolio and ranks #2 among its holdings.

6,209 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Allied Private Wealth held 24,134 shares of Microsoft worth $9.25M as of Q2 2026.
Microsoft was a new Allied Private Wealth position in Q2 2026.
Microsoft made up 5.93% of Allied Private Wealth's portfolio in Q2 2026, its #2 holding.
6,209 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.