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DiPaolo Financial Group’s Microsoft MSFT Stock Holding History

DiPaolo Financial 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 		$523K Buy
1,401
+37
+3% +$15K 0.34% 23
2026
Q1 		$505K Buy
1,364
+229
+20% +$95.8K 0.37% 23
2025
Q4 		$549K Buy
+1,135
New +$569K 0.58% 20

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

DiPaolo Financial Group's MSFT Position: Q2 2026 in Review

DiPaolo Financial Group increased its Microsoft (MSFT) stake by 2.7% in Q2 2026, buying an estimated $15K and bringing the position to 1,401 shares worth $523K. The position accounts for 0.34% of the portfolio, ranked #23.

DiPaolo Financial Group first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $549K in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • DiPaolo Financial Group held 1,401 shares of Microsoft worth $523K as of Q2 2026.
  • DiPaolo Financial Group bought 37 Microsoft shares in Q2 2026, an estimated $15K.
  • Microsoft made up 0.34% of DiPaolo Financial Group's portfolio in Q2 2026, its #23 holding.
  • DiPaolo Financial Group first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • DiPaolo Financial Group's Microsoft position peaked at $549K in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on DiPaolo Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.