CCG Wealth Management’s Microsoft MSFT Stock Holding History

CCG 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	–	Hold	0	–	–	–	135
2023 Q1	–	Sell	-11,000	Closed	-$183K	–	91
2022 Q4	$183K	Hold	11,000	–	–	0.1%	96
2022 Q3	$320K	Hold	11,000	–	–	0.2%	55
2022 Q2	$245K	Hold	11,000	–	–	0.14%	84
2022 Q1	$135K	Buy	+11,000	New	+$3.31M	0.07%	120

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

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

CCG Wealth Management increased its Microsoft (MSFT) stake by 6.1% in Q2 2026, buying an estimated $528K and bringing the position to 22,598 shares worth $8.43M. The position accounts for 1.96% of the portfolio, ranked #13.

CCG Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.46M in Q3 2021. 6,235 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

CCG Wealth Management held 22,598 shares of Microsoft worth $8.43M as of Q2 2026.
CCG Wealth Management bought 1,305 Microsoft shares in Q2 2026, an estimated $528K.
Microsoft made up 1.96% of CCG Wealth Management's portfolio in Q2 2026, its #13 holding.
CCG Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
CCG Wealth Management's Microsoft position peaked at $9.46M in Q3 2021.
6,235 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.