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Balanced Wealth Group’s Microsoft MSFT Stock Holding History

Balanced Wealth 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 		$692K Sell
1,855
-312
-14% -$126K 0.22% 45
2026
Q1 		$802K Buy
2,167
+3
+0.1% +$1.25K 0.29% 34
2025
Q4 		$1.12M Sell
2,164
-71
-3% -$35.6K 0.41% 28
2025
Q3 		$1.1M Buy
2,235
+58
+3% +$29.6K 0.48% 26
2025
Q2 		$1.16M Buy
2,177
+38
+2% +$16.5K 0.5% 26
2025
Q1 		$803K Buy
2,139
+2
+0.1% +$815 0.39% 30
2024
Q4 		$887K Buy
2,137
+2
+0.1% +$852 0.4% 30
2024
Q3 		$919K Buy
2,135
+1
+0% +$427 0.41% 29
2024
Q2 		$974K Sell
2,134
-256
-11% -$108K 0.44% 28
2024
Q1 		$985K Sell
2,390
-60
-2% -$24.3K 0.44% 29
2023
Q4 		$921K Buy
+2,450
New +$872K 0.48% 30

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

Balanced Wealth Group's MSFT Position: Q2 2026 in Review

Balanced Wealth Group reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $126K and leaving 1,855 shares worth $692K. The position accounts for 0.22% of the portfolio, ranked #45.

Balanced Wealth Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q2 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Balanced Wealth Group held 1,855 shares of Microsoft worth $692K as of Q2 2026.
  • Balanced Wealth Group sold 312 Microsoft shares in Q2 2026, an estimated $126K.
  • Microsoft made up 0.22% of Balanced Wealth Group's portfolio in Q2 2026, its #45 holding.
  • Balanced Wealth Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Balanced Wealth Group's Microsoft position peaked at $1.16M in Q2 2025.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.