Daner Wealth Management’s Microsoft MSFT Stock Holding History

Daner 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	$564K	Buy	1,134 +27	+2%	+$10.9K	0.31%	45
2026 Q1	$451K	Sell	1,107 -81	-7%	-$33.9K	0.27%	50
2025 Q4	$491K	Buy	1,188 +151	+15%	+$75.7K	0.3%	45
2025 Q3	$532K	Buy	1,037 +107	+12%	+$54.6K	0.35%	41
2025 Q2	$492K	Buy	+930	New	+$404K	0.34%	39
2024 Q4	$210K	Buy	+506	New	+$216K	0.15%	55

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

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

Daner Wealth Management increased its Microsoft (MSFT) stake by 2.4% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,134 shares worth $564K. The position accounts for 0.31% of the portfolio, ranked #45.

Daner Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Daner Wealth Management held 1,134 shares of Microsoft worth $564K as of Q2 2026.
Daner Wealth Management bought 27 Microsoft shares in Q2 2026, an estimated $10.9K.
Microsoft made up 0.31% of Daner Wealth Management's portfolio in Q2 2026, its #45 holding.
Daner Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.