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Bridgewealth Advisory Group’s Microsoft MSFT Stock Holding History

Bridgewealth Advisory 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 		$7.27M Buy
19,476
+18
+0.1% +$7.28K 1.37% 21
2026
Q1 		$7.2M Buy
19,458
+90
+0.5% +$37.7K 1.49% 21
2025
Q4 		$9.37M Buy
19,368
+99
+0.5% +$49.6K 2.07% 16
2025
Q3 		$9.98M Buy
19,269
+116
+0.6% +$59.2K 2.31% 12
2025
Q2 		$9.53M Buy
19,153
+17,828
+1,346% +$7.74M 2.42% 12
2025
Q1 		$498K Sell
1,325
-17,886
-93% -$7.29M 0.65% 35
2024
Q4 		$7.89M Buy
19,211
+9,682
+102% +$4.12M 2.23% 16
2024
Q3 		$4.1M Buy
9,529
+6,598
+225% +$2.82M 1.49% 24
2024
Q2 		$1.31M Buy
2,931
+163
+6% +$68.8K 0.58% 32
2024
Q1 		$1.16M Sell
2,768
-218
-7% -$88.3K 0.57% 32
2023
Q4 		$1.12M Buy
2,986
+835
+39% +$297K 0.86% 28
2023
Q3 		$679K Buy
2,151
+112
+5% +$37K 0.83% 27
2023
Q2 		$695K Hold
2,039
– – 1.13% 18
2023
Q1 		$588K Buy
2,039
+1
+0% +$255 1.08% 19
2022
Q4 		$489K Buy
+2,038
New +$489K 0.96% 24

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

Bridgewealth Advisory Group's MSFT Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Microsoft (MSFT) stake by 0.09% in Q2 2026, buying an estimated $7.28K and bringing the position to 19,476 shares worth $7.27M. The position accounts for 1.37% of the portfolio, ranked #21.

Bridgewealth Advisory Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.98M in Q3 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bridgewealth Advisory Group held 19,476 shares of Microsoft worth $7.27M as of Q2 2026.
  • Bridgewealth Advisory Group bought 18 Microsoft shares in Q2 2026, an estimated $7.28K.
  • Microsoft made up 1.37% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #21 holding.
  • Bridgewealth Advisory Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Bridgewealth Advisory Group's Microsoft position peaked at $9.98M in Q3 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.