Clearview Wealth Management’s Microsoft MSFT Stock Holding History

Clearview 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	$1.22M	Buy	3,267 +8	+0.2%	+$3.24K	0.78%	26
2026 Q1	$1.21M	Buy	+3,259	New	+$1.36M	0.85%	25

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

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

Clearview Wealth Management increased its Microsoft (MSFT) stake by 0.25% in Q2 2026, buying an estimated $3.24K and bringing the position to 3,267 shares worth $1.22M. The position accounts for 0.78% of the portfolio, ranked #26.

Clearview Wealth Management first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Clearview Wealth Management held 3,267 shares of Microsoft worth $1.22M as of Q2 2026.
Clearview Wealth Management bought 8 Microsoft shares in Q2 2026, an estimated $3.24K.
Microsoft made up 0.78% of Clearview Wealth Management's portfolio in Q2 2026, its #26 holding.
Clearview Wealth Management first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Clearview Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.