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Arta Finance Wealth Management’s Microsoft MSFT Stock Holding History

Arta Finance Wealth 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 		$8.88M Buy
23,811
+4,177
+21% +$1.69M 3.8% 11
2026
Q1 		$7.27M Buy
19,634
+1,545
+9% +$646K 3.59% 10
2025
Q4 		$8.75M Buy
+18,089
New +$9.06M 4.46% 7

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 $3.37T AUM 44.26% 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

Arta Finance Wealth Management's MSFT Position: Q2 2026 in Review

Arta Finance Wealth Management increased its Microsoft (MSFT) stake by 21% in Q2 2026, buying an estimated $1.69M and bringing the position to 23,811 shares worth $8.88M. The position accounts for 3.8% of the portfolio, ranked #11.

Arta Finance Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Arta Finance Wealth Management held 23,811 shares of Microsoft worth $8.88M as of Q2 2026.
  • Arta Finance Wealth Management bought 4,177 Microsoft shares in Q2 2026, an estimated $1.69M.
  • Microsoft made up 3.8% of Arta Finance Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Arta Finance Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Arta Finance Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.