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Brady Family Wealth’s Microsoft MSFT Stock Holding History

Brady Family 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 		$15M Buy
40,301
+153
+0.4% +$61.9K 4.34% 4
2026
Q1 		$14.9M Buy
40,148
+1,058
+3% +$443K 4.63% 3
2025
Q4 		$18.9M Sell
39,090
-832
-2% -$417K 5.83% 3
2025
Q3 		$20.7M Sell
39,922
-2,916
-7% -$1.49M 6.4% 2
2025
Q2 		$21.3M Sell
42,838
-1,623
-4% -$705K 6.6% 2
2025
Q1 		$16.7M Sell
44,461
-463
-1% -$189K 5.34% 2
2024
Q4 		$18.9M Sell
44,924
-804
-2% -$342K 5.81% 2
2024
Q3 		$19.7M Sell
45,728
-266
-0.6% -$114K 5.91% 2
2024
Q2 		$20.6M Buy
45,994
+462
+1% +$195K 6.63% 2
2024
Q1 		$19.2M Buy
45,532
+391
+0.9% +$158K 6.21% 2
2023
Q4 		$17M Buy
45,141
+637
+1% +$227K 5.82% 2
2023
Q3 		$14.1M Sell
44,504
-14
-0% -$4.63K 5.43% 2
2023
Q2 		$15.2M Sell
44,518
-473
-1% -$148K 5.64% 2
2023
Q1 		$13M Sell
44,991
-533
-1% -$136K 5.12% 2
2022
Q4 		$10.9M Buy
+45,524
New +$10.9M 4.51% 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

Brady Family Wealth's MSFT Position: Q2 2026 in Review

Brady Family Wealth increased its Microsoft (MSFT) stake by 0.38% in Q2 2026, buying an estimated $61.9K and bringing the position to 40,301 shares worth $15M. The position accounts for 4.34% of the portfolio, ranked #4.

Brady Family Wealth first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.3M in Q2 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Brady Family Wealth held 40,301 shares of Microsoft worth $15M as of Q2 2026.
  • Brady Family Wealth bought 153 Microsoft shares in Q2 2026, an estimated $61.9K.
  • Microsoft made up 4.34% of Brady Family Wealth's portfolio in Q2 2026, its #4 holding.
  • Brady Family Wealth first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's Microsoft position peaked at $21.3M in Q2 2025.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.