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Curio Wealth’s Microsoft MSFT Stock Holding History

Curio Wealth’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 		$861K Buy
2,308
+29
+1% +$11.7K 0.27% 40
2026
Q1 		$844K Buy
2,279
+15
+0.7% +$6.28K 0.29% 40
2025
Q4 		$1.1M Buy
2,264
+261
+13% +$131K 0.39% 29
2025
Q3 		$1.04M Sell
2,003
-228
-10% -$116K 0.43% 26
2025
Q2 		$1.11M Buy
2,231
+2,223
+27,788% +$965K 0.49% 28
2025
Q1 		$974K Sell
8
-2,274
-100% -$927K 0.51% 31
2024
Q4 		$962K Buy
+2,282
New +$972K 0.52% 30

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 $3.38T AUM 44.17% 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

Curio Wealth's MSFT Position: Q2 2026 in Review

Curio Wealth increased its Microsoft (MSFT) stake by 1.3% in Q2 2026, buying an estimated $11.7K and bringing the position to 2,308 shares worth $861K. The position accounts for 0.27% of the portfolio, ranked #40.

Curio Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q2 2025. 6,251 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Curio Wealth held 2,308 shares of Microsoft worth $861K as of Q2 2026.
  • Curio Wealth bought 29 Microsoft shares in Q2 2026, an estimated $11.7K.
  • Microsoft made up 0.27% of Curio Wealth's portfolio in Q2 2026, its #40 holding.
  • Curio Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Curio Wealth's Microsoft position peaked at $1.11M in Q2 2025.
  • 6,251 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.