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Chung Wu Investment Group’s Microsoft MSFT Stock Holding History

Chung Wu Investment 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 		$5.99M Sell
16,054
-120
-0.7% -$48.6K 3.94% 6
2026
Q1 		$5.99M Sell
16,174
-578
-3% -$242K 5.16% 5
2025
Q4 		$8.1M Buy
16,752
+190
+1% +$95.2K 6.63% 2
2025
Q3 		$8.58M Hold
16,562
– – 7.14% 2
2025
Q2 		$8.24M Sell
16,562
-740
-4% -$321K 8.59% 2
2025
Q1 		$6.49M Sell
17,302
-460
-3% -$188K 7.76% 3
2024
Q4 		$7.49M Buy
+17,762
New +$7.57M 7.54% 3

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

Chung Wu Investment Group's MSFT Position: Q2 2026 in Review

Chung Wu Investment Group reduced its Microsoft (MSFT) stake by 0.74% in Q2 2026, selling an estimated $48.6K and leaving 16,054 shares worth $5.99M. The position accounts for 3.94% of the portfolio, ranked #6.

Chung Wu Investment Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.58M in Q3 2025. 6,235 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Chung Wu Investment Group held 16,054 shares of Microsoft worth $5.99M as of Q2 2026.
  • Chung Wu Investment Group sold 120 Microsoft shares in Q2 2026, an estimated $48.6K.
  • Microsoft made up 3.94% of Chung Wu Investment Group's portfolio in Q2 2026, its #6 holding.
  • Chung Wu Investment Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Chung Wu Investment Group's Microsoft position peaked at $8.58M in Q3 2025.
  • 6,235 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.