Betterment LLC
MSFT icon

Betterment LLC’s Microsoft MSFT Stock Holding History

Betterment LLC’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 		$4.94M Buy
13,255
+2,289
+21% +$926K 0.01% 178
2026
Q1 		$4.06M Buy
10,966
+2,849
+35% +$1.19M 0.01% 185
2025
Q4 		$3.93M Buy
8,117
+1,335
+20% +$669K 0.01% 177
2025
Q3 		$3.51M Buy
6,782
+544
+9% +$278K 0.01% 179
2025
Q2 		$3.1M Buy
6,238
+211
+4% +$91.6K 0.01% 179
2025
Q1 		$2.26M Sell
6,027
-50
-0.8% -$20.4K 0.01% 200
2024
Q4 		$2.56M Buy
6,077
+1,204
+25% +$513K 0.01% 184
2024
Q3 		$2.1M Buy
4,873
+355
+8% +$152K 0.01% 183
2024
Q2 		$2.02M Buy
4,518
+480
+12% +$203K 0.01% 169
2024
Q1 		$1.7M Buy
+4,038
New +$1.63M ﹤0.01% 164
2023
Q4 		– Sell
-711
Closed -$224K – 317
2023
Q3 		$224K Buy
+711
New +$235K ﹤0.01% 290

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 $3.38T AUM 44.17% 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

Betterment LLC's MSFT Position: Q2 2026 in Review

Betterment LLC increased its Microsoft (MSFT) stake by 21% in Q2 2026, buying an estimated $926K and bringing the position to 13,255 shares worth $4.94M. The position accounts for 0.01% of the portfolio, ranked #178.

Betterment LLC first reported a position in MSFT in Q3 2023 and has held it in 11 quarters since. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Betterment LLC held 13,255 shares of Microsoft worth $4.94M as of Q2 2026.
  • Betterment LLC bought 2,289 Microsoft shares in Q2 2026, an estimated $926K.
  • Microsoft made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #178 holding.
  • Betterment LLC first reported a position in Microsoft in Q3 2023 and has held it in 11 quarters since.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.