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Dodds Wealth’s Microsoft MSFT Stock Holding History

Dodds Wealth’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 		$708K Buy
1,899
+101
+6% +$40.9K 0.16% 34
2026
Q1 		$665K Sell
1,798
-46
-2% -$19.2K 0.16% 35
2025
Q4 		$892K Hold
1,844
– – 0.22% 30
2025
Q3 		$955K Buy
1,844
+11
+0.6% +$5.61K 0.24% 28
2025
Q2 		$912K Buy
1,833
+25
+1% +$10.9K 0.24% 28
2025
Q1 		$679K Sell
1,808
-12
-0.7% -$4.89K 0.22% 32
2024
Q4 		$812K Sell
1,820
-50
-3% -$21.3K 0.26% 31
2024
Q3 		$778K Buy
1,870
+52
+3% +$22.2K 0.26% 30
2024
Q2 		$835K Buy
1,818
+201
+12% +$84.9K 0.33% 26
2024
Q1 		$680K Buy
1,617
+356
+28% +$144K 0.28% 29
2023
Q4 		$474K Buy
+1,261
New +$449K 0.24% 36

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

Dodds Wealth's MSFT Position: Q2 2026 in Review

Dodds Wealth increased its Microsoft (MSFT) stake by 5.6% in Q2 2026, buying an estimated $40.9K and bringing the position to 1,899 shares worth $708K. The position accounts for 0.16% of the portfolio, ranked #34.

Dodds Wealth first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $955K in Q3 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Dodds Wealth held 1,899 shares of Microsoft worth $708K as of Q2 2026.
  • Dodds Wealth bought 101 Microsoft shares in Q2 2026, an estimated $40.9K.
  • Microsoft made up 0.16% of Dodds Wealth's portfolio in Q2 2026, its #34 holding.
  • Dodds Wealth first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Dodds Wealth's Microsoft position peaked at $955K in Q3 2025.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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