Consultiva Wealth Management’s Microsoft MSFT Stock Holding History

Consultiva 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	$141K	Hold	377	–	–	0.32%	46
2026 Q1	$140K	Hold	377	–	–	0.4%	37
2025 Q4	$182K	Sell	377 -175	-32%	-$87.7K	0.51%	28
2025 Q3	$286K	Hold	552	–	–	0.8%	20
2025 Q2	$275K	Hold	552	–	–	0.85%	19
2025 Q1	$207K	Buy	552 +150	+37%	+$61.2K	0.71%	21
2024 Q4	$169K	Buy	+402	New	+$171K	0.85%	19

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

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

Consultiva Wealth Management held its Microsoft (MSFT) position steady in Q2 2026 at 377 shares worth $141K. The position accounts for 0.32% of the portfolio, ranked #46.

Consultiva Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $286K in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Consultiva Wealth Management held 377 shares of Microsoft worth $141K as of Q2 2026.
Consultiva Wealth Management left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.32% of Consultiva Wealth Management's portfolio in Q2 2026, its #46 holding.
Consultiva Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Consultiva Wealth Management's Microsoft position peaked at $286K in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.