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BLVD Private Wealth’s Microsoft MSFT Stock Holding History

BLVD Private Wealth’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 		$919K Sell
2,464
-196
-7% -$79.3K 0.68% 32
2026
Q1 		$985K Sell
2,660
-426
-14% -$178K 0.86% 30
2025
Q4 		$1.49M Sell
3,086
-83
-3% -$41.6K 1.3% 22
2025
Q3 		$1.64M Buy
3,169
+19
+0.6% +$9.69K 1.41% 21
2025
Q2 		$1.57M Buy
+3,150
New +$1.37M 1.48% 18

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

BLVD Private Wealth's MSFT Position: Q2 2026 in Review

BLVD Private Wealth reduced its Microsoft (MSFT) stake by 7.4% in Q2 2026, selling an estimated $79.3K and leaving 2,464 shares worth $919K. The position accounts for 0.68% of the portfolio, ranked #32.

BLVD Private Wealth first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.64M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • BLVD Private Wealth held 2,464 shares of Microsoft worth $919K as of Q2 2026.
  • BLVD Private Wealth sold 196 Microsoft shares in Q2 2026, an estimated $79.3K.
  • Microsoft made up 0.68% of BLVD Private Wealth's portfolio in Q2 2026, its #32 holding.
  • BLVD Private Wealth first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • BLVD Private Wealth's Microsoft position peaked at $1.64M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BLVD Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.