Comprehensive Financial Planning’s Microsoft MSFT Stock Holding History

Comprehensive Financial Planning’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	$2.83M	Sell	7,596 -111	-1%	-$44.9K	1.51%	20
2026 Q1	$2.85M	Sell	7,707 -3,970	-34%	-$1.66M	1.98%	10
2025 Q4	$5.65M	Buy	11,677 +477	+4%	+$239K	3.73%	4
2025 Q3	$5.8M	Buy	11,200 +2,474	+28%	+$1.26M	3.98%	5
2025 Q2	$4.34M	Buy	8,726 +576	+7%	+$250K	3.42%	7
2025 Q1	$3.06M	Sell	8,150 -6,729	-45%	-$2.74M	2.98%	8
2024 Q4	$6.27M	Buy	+14,879	New	+$6.34M	5.3%	3

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

Comprehensive Financial Planning's MSFT Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Microsoft (MSFT) stake by 1.4% in Q2 2026, selling an estimated $44.9K and leaving 7,596 shares worth $2.83M. The position accounts for 1.51% of the portfolio, ranked #20.

Comprehensive Financial Planning first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.27M in Q4 2024. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Comprehensive Financial Planning held 7,596 shares of Microsoft worth $2.83M as of Q2 2026.
Comprehensive Financial Planning sold 111 Microsoft shares in Q2 2026, an estimated $44.9K.
Microsoft made up 1.51% of Comprehensive Financial Planning's portfolio in Q2 2026, its #20 holding.
Comprehensive Financial Planning first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Microsoft position peaked at $6.27M in Q4 2024.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.