CSP Financial Group’s Microsoft MSFT Stock Holding History

CSP Financial Group’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	$245K	Buy	+658	New	+$266K	0.21%	23

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

CSP Financial Group's MSFT Position: Q2 2026 in Review

CSP Financial Group opened a new position in Microsoft (MSFT) in Q2 2026: 658 shares worth $245K. The stake represents 0.21% of the portfolio and ranks #23 among its holdings.

6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

CSP Financial Group held 658 shares of Microsoft worth $245K as of Q2 2026.
Microsoft was a new CSP Financial Group position in Q2 2026.
Microsoft made up 0.21% of CSP Financial Group's portfolio in Q2 2026, its #23 holding.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on CSP Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.