Ducere Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.9M Buy
29,159
+3,401
+13% +$1.38M 3.27% 6
2026
Q1
$9.53M Buy
25,758
+2,303
+10% +$964K 3.79% 4
2025
Q4
$11.3M Buy
+23,455
New +$11.8M 4.39% 4

Other funds holding MSFT

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

Ducere Wealth Management increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $1.38M and bringing the position to 29,159 shares worth $10.9M. The position accounts for 3.27% of the portfolio, ranked #6.

Ducere Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.3M in Q4 2025. 6,206 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ducere Wealth Management held 29,159 shares of Microsoft worth $10.9M as of Q2 2026.
  • Ducere Wealth Management bought 3,401 Microsoft shares in Q2 2026, an estimated $1.38M.
  • Microsoft made up 3.27% of Ducere Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Ducere Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Ducere Wealth Management's Microsoft position peaked at $11.3M in Q4 2025.
  • 6,206 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.