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Darden Wealth Group’s Microsoft MSFT Stock Holding History

Darden Wealth 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 		$6.31M Sell
16,925
-981
-5% -$397K 2.5% 9
2026
Q1 		$6.63M Sell
17,906
-630
-3% -$264K 3.38% 7
2025
Q4 		$8.96M Buy
18,536
+695
+4% +$348K 4.35% 4
2025
Q3 		$9.24M Buy
17,841
+112
+0.6% +$57.1K 4.83% 2
2025
Q2 		$8.82M Sell
17,729
-264
-1% -$115K 5.32% 2
2025
Q1 		$6.75M Sell
17,993
-350
-2% -$143K 5.24% 3
2024
Q4 		$7.73M Sell
18,343
-135
-0.7% -$57.5K 5.21% 3
2024
Q3 		$7.95M Buy
18,478
+91
+0.5% +$38.9K 5.7% 3
2024
Q2 		$8.22M Buy
18,387
+920
+5% +$389K 4.95% 4
2024
Q1 		$7.35M Buy
17,467
+1,652
+10% +$669K 5.76% 2
2023
Q4 		$5.95M Buy
+15,815
New +$5.63M 5.72% 3

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

Darden Wealth Group's MSFT Position: Q2 2026 in Review

Darden Wealth Group reduced its Microsoft (MSFT) stake by 5.5% in Q2 2026, selling an estimated $397K and leaving 16,925 shares worth $6.31M. The position accounts for 2.5% of the portfolio, ranked #9.

Darden Wealth Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.24M in Q3 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Darden Wealth Group held 16,925 shares of Microsoft worth $6.31M as of Q2 2026.
  • Darden Wealth Group sold 981 Microsoft shares in Q2 2026, an estimated $397K.
  • Microsoft made up 2.5% of Darden Wealth Group's portfolio in Q2 2026, its #9 holding.
  • Darden Wealth Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Darden Wealth Group's Microsoft position peaked at $9.24M in Q3 2025.
  • 6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.