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Conscious Wealth Investments’s Microsoft MSFT Stock Holding History

Conscious Wealth Investments’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 		$4.2M Sell
10,566
-262
-2% -$106K 2.16% 17
2026
Q1 		$4.45M Buy
10,828
+601
+6% +$251K 2.48% 16
2025
Q4 		$4.03M Buy
10,227
+1,009
+11% +$506K 2.42% 18
2025
Q3 		$4.77M Sell
9,218
-87
-0.9% -$44.4K 2.83% 11
2025
Q2 		$4.77M Sell
9,305
-5
-0.1% -$2.17K 3.05% 7
2025
Q1 		$4.08M Buy
9,310
+2,204
+31% +$899K 2.84% 8
2024
Q4 		$3.05M Buy
7,106
+116
+2% +$49.4K 2.07% 25
2024
Q3 		$2.97M Buy
6,990
+4
+0.1% +$1.71K 2.04% 26
2024
Q2 		$3.11M Buy
6,986
+25
+0.4% +$10.6K 2.23% 17
2024
Q1 		$2.89M Sell
6,961
-29
-0.4% -$11.7K 2.19% 21
2023
Q4 		$2.83M Buy
+6,990
New +$2.49M 2.26% 12

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

Conscious Wealth Investments's MSFT Position: Q2 2026 in Review

Conscious Wealth Investments reduced its Microsoft (MSFT) stake by 2.4% in Q2 2026, selling an estimated $106K and leaving 10,566 shares worth $4.2M. The position accounts for 2.16% of the portfolio, ranked #17.

Conscious Wealth Investments first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.77M in Q3 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Conscious Wealth Investments held 10,566 shares of Microsoft worth $4.2M as of Q2 2026.
  • Conscious Wealth Investments sold 262 Microsoft shares in Q2 2026, an estimated $106K.
  • Microsoft made up 2.16% of Conscious Wealth Investments's portfolio in Q2 2026, its #17 holding.
  • Conscious Wealth Investments first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Conscious Wealth Investments's Microsoft position peaked at $4.77M in Q3 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.