DWM
MSFT icon

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 		– Sell
-800
Closed -$3.39K – 353
2026
Q1 		$3.39K Sell
800
-300
-27% -$126K ﹤0.01% 322
2025
Q4 		$882 Buy
1,100
+800
+267% +$401K ﹤0.01% 334
2025
Q3 		$46 Buy
+300
New +$153K ﹤0.01% 299

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

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.