Diversify Wealth Management’s Microsoft MSFT Stock Holding History

Diversify 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	$71M	Buy	182,468 +14,461	+9%	+$5.85M	1.19%	12
2026 Q1	$71.3M	Buy	168,007 +116,802	+228%	+$48.9M	1.27%	14
2025 Q4	$24.1M	Buy	51,205 +345	+0.7%	+$173K	1.12%	11
2025 Q3	$26.3M	Buy	50,860 +1,552	+3%	+$792K	1.52%	9
2025 Q2	$26.1M	Buy	49,308 +1,736	+4%	+$754K	1.61%	7
2025 Q1	$18.7M	Buy	47,572 +2,738	+6%	+$1.12M	1.39%	10
2024 Q4	$18.8M	Buy	44,834 +11,803	+36%	+$5.03M	1.46%	10
2024 Q3	$14M	Buy	33,031 +7,882	+31%	+$3.37M	1.35%	13
2024 Q2	$9.94M	Buy	+25,149	New	+$10.6M	1.24%	15

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

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

Diversify Wealth Management increased its Microsoft (MSFT) stake by 8.6% in Q2 2026, buying an estimated $5.85M and bringing the position to 182,468 shares worth $71M. The position accounts for 1.19% of the portfolio, ranked #12.

Diversify Wealth Management first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $71.3M in Q1 2026. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Diversify Wealth Management held 182,468 shares of Microsoft worth $71M as of Q2 2026.
Diversify Wealth Management bought 14,461 Microsoft shares in Q2 2026, an estimated $5.85M.
Microsoft made up 1.19% of Diversify Wealth Management's portfolio in Q2 2026, its #12 holding.
Diversify Wealth Management first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Microsoft position peaked at $71.3M in Q1 2026.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.