Destination Wealth Management’s Microsoft MSFT Stock Holding History

Destination 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	$5.67K	Hold	200	–	–	﹤0.01%	339
2026 Q1	$4.46K	Hold	200	–	–	﹤0.01%	320
2025 Q4	$13.3K	Hold	200	–	–	﹤0.01%	322
2025 Q3	$17.3K	Buy	200 +100	+100%	+$51K	﹤0.01%	283
2025 Q2	$23.2K	Hold	100	–	–	﹤0.01%	258
2025 Q1	$11.6K	Hold	100	–	–	﹤0.01%	243
2024 Q4	$16.5K	Hold	100	–	–	﹤0.01%	233
2024 Q3	$17.4K	Hold	100	–	–	﹤0.01%	224
2024 Q2	$19.8K	Hold	100	–	–	﹤0.01%	202
2024 Q1	$17.3K	Hold	100	–	–	﹤0.01%	208
2023 Q4	$13.4K	Hold	100	–	–	﹤0.01%	200
2023 Q3	$9.12K	Hold	100	–	–	﹤0.01%	196
2023 Q2	$11.6K	Buy	+100	New	+$31.3K	﹤0.01%	195
2021 Q4	–	Sell	-1,000	Closed	-$133K	–	202
2021 Q3	$133K	Buy	+1,000	New	+$291K	0.01%	173

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

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

Destination Wealth Management increased its Microsoft (MSFT) stake by 3.1% in Q2 2026, buying an estimated $2.51M and bringing the position to 203,992 shares worth $76.1M. The position accounts for 1.78% of the portfolio, ranked #17.

Destination Wealth Management first reported a position in MSFT in Q2 2013 and has held it in 48 quarters since. The position peaked at $91.4M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Destination Wealth Management held 203,992 shares of Microsoft worth $76.1M as of Q2 2026.
Destination Wealth Management bought 6,195 Microsoft shares in Q2 2026, an estimated $2.51M.
Microsoft made up 1.78% of Destination Wealth Management's portfolio in Q2 2026, its #17 holding.
Destination Wealth Management first reported a position in Microsoft in Q2 2013 and has held it in 48 quarters since.
Destination Wealth Management's Microsoft position peaked at $91.4M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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