Berger Financial Group’s Microsoft MSFT Stock Holding History

Berger Financial 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	–	Hold	0	–	–	–	472

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

Berger Financial Group's MSFT Position: Q2 2026 in Review

Berger Financial Group reduced its Microsoft (MSFT) stake by 4.2% in Q2 2026, selling an estimated $678K and leaving 38,384 shares worth $14.3M. The position accounts for 0.73% of the portfolio, ranked #31.

Berger Financial Group first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $25.3M in Q3 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Berger Financial Group held 38,384 shares of Microsoft worth $14.3M as of Q2 2026.
Berger Financial Group sold 1,675 Microsoft shares in Q2 2026, an estimated $678K.
Microsoft made up 0.73% of Berger Financial Group's portfolio in Q2 2026, its #31 holding.
Berger Financial Group first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
Berger Financial Group's Microsoft position peaked at $25.3M in Q3 2024.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.