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Clarity Wealth Development’s Microsoft MSFT Stock Holding History

Clarity Wealth Development’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 		$1.32M Sell
3,527
-3
-0.1% -$1.21K 0.73% 22
2026
Q1 		$1.31M Sell
3,530
-100
-3% -$41.8K 1.07% 17
2025
Q4 		$1.76M Sell
3,630
-32
-0.9% -$16K 1.49% 16
2025
Q3 		$1.99M Sell
3,662
-172
-4% -$87.7K 1.79% 13
2025
Q2 		$1.91M Buy
3,834
+800
+26% +$347K 1.9% 14
2025
Q1 		$1.2M Buy
3,034
+10
+0.3% +$4.08K 1.34% 16
2024
Q4 		$1.26M Buy
+3,024
New +$1.29M 1.36% 17

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

Clarity Wealth Development's MSFT Position: Q2 2026 in Review

Clarity Wealth Development reduced its Microsoft (MSFT) stake by 0.08% in Q2 2026, selling an estimated $1.21K and leaving 3,527 shares worth $1.32M. The position accounts for 0.73% of the portfolio, ranked #22.

Clarity Wealth Development first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.99M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Clarity Wealth Development held 3,527 shares of Microsoft worth $1.32M as of Q2 2026.
  • Clarity Wealth Development sold 3 Microsoft shares in Q2 2026, an estimated $1.21K.
  • Microsoft made up 0.73% of Clarity Wealth Development's portfolio in Q2 2026, its #22 holding.
  • Clarity Wealth Development first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Clarity Wealth Development's Microsoft position peaked at $1.99M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.