Dynamic Wealth Strategies’s Microsoft MSFT Stock Holding History

Dynamic Wealth Strategies’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	$510K	Sell	1,368 -452	-25%	-$183K	0.27%	42
2026 Q1	$674K	Sell	1,820 -450	-20%	-$188K	0.39%	36
2025 Q4	$1.1M	Buy	2,270 +570	+34%	+$286K	0.65%	32
2025 Q3	$881K	Buy	1,700 +246	+17%	+$125K	0.59%	31
2025 Q2	$723K	Sell	1,454 -17	-1%	-$7.38K	0.52%	30
2025 Q1	$552K	Buy	1,471 +17	+1%	+$6.93K	0.46%	34
2024 Q4	$613K	Sell	1,454 -7	-0.5%	-$2.98K	0.55%	30
2024 Q3	$629K	Sell	1,461 -96	-6%	-$41K	0.51%	30
2024 Q2	$696K	Sell	1,557 -18	-1%	-$7.6K	0.6%	27
2024 Q1	$663K	Buy	1,575 +24	+2%	+$9.72K	0.57%	26
2023 Q4	$583K	Buy	+1,551	New	+$552K	0.54%	25

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

Dynamic Wealth Strategies's MSFT Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Microsoft (MSFT) stake by 25% in Q2 2026, selling an estimated $183K and leaving 1,368 shares worth $510K. The position accounts for 0.27% of the portfolio, ranked #42.

Dynamic Wealth Strategies first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Dynamic Wealth Strategies held 1,368 shares of Microsoft worth $510K as of Q2 2026.
Dynamic Wealth Strategies sold 452 Microsoft shares in Q2 2026, an estimated $183K.
Microsoft made up 0.27% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #42 holding.
Dynamic Wealth Strategies first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's Microsoft position peaked at $1.1M in Q4 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.