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Drive Wealth Management’s Microsoft MSFT Stock Holding History

Drive 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 		$11.3M Buy
30,380
+563
+2% +$228K 2.02% 7
2026
Q1 		$11M Buy
29,817
+1,131
+4% +$473K 2.33% 7
2025
Q4 		$13.9M Buy
28,686
+916
+3% +$459K 2.71% 7
2025
Q3 		$14.4M Buy
27,770
+851
+3% +$434K 3.05% 6
2025
Q2 		$13.4M Buy
26,919
+571
+2% +$248K 2.93% 7
2025
Q1 		$9.89M Buy
26,348
+1,116
+4% +$455K 2.32% 9
2024
Q4 		$10.6M Buy
25,232
+455
+2% +$194K 2.61% 7
2024
Q3 		$10.7M Buy
24,777
+318
+1% +$136K 2.78% 6
2024
Q2 		$10.9M Buy
24,459
+542
+2% +$229K 2.95% 6
2024
Q1 		$10.1M Sell
23,917
-361
-1% -$146K 2.82% 6
2023
Q4 		$9.13M Buy
24,278
+1,075
+5% +$383K 2.94% 5
2023
Q3 		$7.33M Buy
23,203
+389
+2% +$129K 2.68% 5
2023
Q2 		$7.77M Buy
22,814
+3,945
+21% +$1.24M 2.88% 5
2023
Q1 		$5.44M Buy
18,869
+173
+0.9% +$44.1K 2.28% 7
2022
Q4 		$4.48M Buy
18,696
+7,050
+61% +$1.69M 2.24% 9
2022
Q3 		$2.71M Buy
11,646
+1,767
+18% +$467K 2.58% 6
2022
Q2 		$2.54M Buy
9,879
+2,394
+32% +$650K 2.32% 5
2022
Q1 		$2.31M Buy
7,485
+2,089
+39% +$628K 1.95% 8
2021
Q4 		$1.81M Buy
+5,396
New +$1.75M 1.6% 10

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

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

Drive Wealth Management increased its Microsoft (MSFT) stake by 1.9% in Q2 2026, buying an estimated $228K and bringing the position to 30,380 shares worth $11.3M. The position accounts for 2.02% of the portfolio, ranked #7.

Drive Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.4M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Drive Wealth Management held 30,380 shares of Microsoft worth $11.3M as of Q2 2026.
  • Drive Wealth Management bought 563 Microsoft shares in Q2 2026, an estimated $228K.
  • Microsoft made up 2.02% of Drive Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Drive Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Drive Wealth Management's Microsoft position peaked at $14.4M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.