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Berry Wealth Group’s Microsoft MSFT Stock Holding History

Berry 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 		$1.75M Buy
4,686
+24
+0.5% +$9.71K 5.62% 6
2026
Q1 		$1.73M Sell
4,662
-240
-5% -$100K 6.45% 7
2025
Q4 		$2.37M Sell
4,902
-205
-4% -$103K 8.32% 3
2025
Q3 		$2.65M Sell
5,107
-13,347
-72% -$6.81M 8.63% 3
2025
Q2 		$9.18M Buy
18,454
+119
+0.6% +$51.7K 6.42% 2
2025
Q1 		$6.88M Sell
18,335
-114
-0.6% -$46.5K 5.38% 5
2024
Q4 		$7.78M Sell
18,449
-384
-2% -$164K 5.61% 4
2024
Q3 		$8.1M Sell
18,833
-698
-4% -$298K 5.81% 3
2024
Q2 		$8.73M Buy
19,531
+562
+3% +$237K 6.97% 1
2024
Q1 		$7.98M Buy
18,969
+1,043
+6% +$422K 6.62% 2
2023
Q4 		$6.74M Buy
+17,926
New +$6.38M 6.2% 2

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

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

Berry Wealth Group increased its Microsoft (MSFT) stake by 0.51% in Q2 2026, buying an estimated $9.71K and bringing the position to 4,686 shares worth $1.75M. The position accounts for 5.62% of the portfolio, ranked #6.

Berry Wealth Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.18M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Berry Wealth Group held 4,686 shares of Microsoft worth $1.75M as of Q2 2026.
  • Berry Wealth Group bought 24 Microsoft shares in Q2 2026, an estimated $9.71K.
  • Microsoft made up 5.62% of Berry Wealth Group's portfolio in Q2 2026, its #6 holding.
  • Berry Wealth Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Berry Wealth Group's Microsoft position peaked at $9.18M in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.