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Capasso Planning Partners’s Microsoft MSFT Stock Holding History

Capasso Planning Partners’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 		$953K Buy
2,554
+84
+3% +$34K 0.48% 31
2026
Q1 		$914K Sell
2,470
-68
-3% -$28.5K 0.49% 29
2025
Q4 		$1.23M Buy
2,538
+1,343
+112% +$673K 0.67% 23
2025
Q3 		$619K Sell
1,195
-664
-36% -$339K 0.38% 38
2025
Q2 		$925K Sell
1,859
-2,360
-56% -$1.02M 0.52% 34
2025
Q1 		$1.58M Sell
4,219
-169
-4% -$68.9K 0.66% 32
2024
Q4 		$1.85M Sell
4,388
-1,806
-29% -$769K 0.74% 27
2024
Q3 		$2.67M Sell
6,194
-617
-9% -$264K 0.79% 25
2024
Q2 		$3.04M Buy
6,811
+1,309
+24% +$553K 0.99% 21
2024
Q1 		$2.31M Buy
5,502
+51
+0.9% +$20.6K 0.96% 20
2023
Q4 		$2.05M Buy
5,451
+42
+0.8% +$14.9K 0.96% 21
2023
Q3 		$1.71M Buy
5,409
+48
+0.9% +$15.9K 0.91% 24
2023
Q2 		$1.83M Buy
5,361
+453
+9% +$142K 0.98% 22
2023
Q1 		$1.41M Buy
4,908
+70
+1% +$17.9K 0.83% 30
2022
Q4 		$1.16M Buy
4,838
+70
+1% +$16.8K 0.74% 31
2022
Q3 		$1.11M Buy
4,768
+175
+4% +$46.2K 0.77% 33
2022
Q2 		$1.18M Buy
4,593
+285
+7% +$77.3K 0.84% 29
2022
Q1 		$1.33M Sell
4,308
-19
-0.4% -$5.72K 0.94% 26
2021
Q4 		$1.46M Buy
+4,327
New +$1.4M 1.06% 23

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

Capasso Planning Partners's MSFT Position: Q2 2026 in Review

Capasso Planning Partners increased its Microsoft (MSFT) stake by 3.4% in Q2 2026, buying an estimated $34K and bringing the position to 2,554 shares worth $953K. The position accounts for 0.48% of the portfolio, ranked #31.

Capasso Planning Partners first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.04M in Q2 2024. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Capasso Planning Partners held 2,554 shares of Microsoft worth $953K as of Q2 2026.
  • Capasso Planning Partners bought 84 Microsoft shares in Q2 2026, an estimated $34K.
  • Microsoft made up 0.48% of Capasso Planning Partners's portfolio in Q2 2026, its #31 holding.
  • Capasso Planning Partners first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Capasso Planning Partners's Microsoft position peaked at $3.04M in Q2 2024.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.