Bulltick Wealth Management’s Microsoft MSFT Stock Holding History

Bulltick Wealth Management’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	$20.8M	Buy	55,816 +6,513	+13%	+$2.64M	4.25%	4
2026 Q1	$18.3M	Buy	49,303 +23,503	+91%	+$9.83M	4.03%	5
2025 Q4	$12.5M	Buy	25,800 +2,536	+11%	+$1.27M	2.65%	12
2025 Q3	$12M	Sell	23,264 -1,209	-5%	-$617K	2.85%	9
2025 Q2	$12.2M	Sell	24,473 -3,133	-11%	-$1.36M	3%	6
2025 Q1	$10.4M	Sell	27,606 -4,024	-13%	-$1.64M	2.75%	8
2024 Q4	$13.3M	Buy	31,630 +1,434	+5%	+$611K	3.06%	6
2024 Q3	$13M	Sell	30,196 -6,577	-18%	-$2.81M	3.14%	5
2024 Q2	$16.4M	Sell	36,773 -6,377	-15%	-$2.69M	4.05%	3
2024 Q1	$18.2M	Buy	43,150 +7,404	+21%	+$3M	3.11%	7
2023 Q4	$13.4M	Sell	35,746 -342	-0.9%	-$122K	3.06%	6
2023 Q3	$11.4M	Sell	36,088 -1,811	-5%	-$598K	2.74%	7
2023 Q2	$12.9M	Sell	37,899 -8,799	-19%	-$2.76M	2.87%	8
2023 Q1	$13.5M	Sell	46,698 -963	-2%	-$246K	3.49%	6
2022 Q4	$11.4M	Buy	47,661 +7,697	+19%	+$1.85M	3.25%	7
2022 Q3	$9.31M	Sell	39,964 -14,280	-26%	-$3.77M	2.79%	13
2022 Q2	$13.9M	Buy	54,244 +4,923	+10%	+$1.34M	3.72%	6
2022 Q1	$15.2M	Buy	49,321 +1,500	+3%	+$451K	3.42%	5
2021 Q4	$16.1M	Buy	47,821 +98	+0.2%	+$31.8K	3.18%	7
2021 Q3	$13.5M	Sell	47,723 -998	-2%	-$290K	3.06%	8
2021 Q2	$13.2M	Sell	48,721 -4,263	-8%	-$1.08M	3.05%	10
2021 Q1	$12.5M	Buy	52,984 +1,991	+4%	+$462K	3.47%	6
2020 Q4	$11.3M	Buy	+50,993	New	+$11M	3.33%	10

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bulltick Wealth Management's MSFT Position: Q2 2026 in Review

Bulltick Wealth Management increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $2.64M and bringing the position to 55,816 shares worth $20.8M. The position accounts for 4.25% of the portfolio, ranked #4.

Bulltick Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Bulltick Wealth Management held 55,816 shares of Microsoft worth $20.8M as of Q2 2026.
Bulltick Wealth Management bought 6,513 Microsoft shares in Q2 2026, an estimated $2.64M.
Microsoft made up 4.25% of Bulltick Wealth Management's portfolio in Q2 2026, its #4 holding.
Bulltick Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bulltick Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.