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Dynasty Wealth Management’s Microsoft MSFT Stock Holding History

Dynasty 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 		$9.55M Sell
25,596
-15,169
-37% -$6.14M 0.07% 68
2026
Q1 		$15.1M Sell
40,765
-6,222
-13% -$2.6M 0.13% 59
2025
Q4 		$22.7M Buy
46,987
+3,633
+8% +$1.82M 0.22% 54
2025
Q3 		$22.5M Buy
43,354
+42,470
+4,804% +$21.7M 0.3% 43
2025
Q2 		$440K Sell
884
-19,214
-96% -$8.34M 0.01% 192
2025
Q1 		$7.54M Sell
20,098
-924
-4% -$377K 0.13% 51
2024
Q4 		$8.86M Buy
21,022
+1,059
+5% +$451K 0.15% 48
2024
Q3 		$8.59M Sell
19,963
-6,027
-23% -$2.58M 0.26% 33
2024
Q2 		$11.6M Buy
25,990
+912
+4% +$385K 0.34% 36
2024
Q1 		$10.6M Buy
+25,078
New +$10.2M 0.34% 32
2018
Q4 		– Sell
-15,390
Closed -$1.76M – 67
2018
Q3 		$1.76M Buy
15,390
+12,114
+370% +$1.31M 2.27% 11
2018
Q2 		$323K Buy
3,276
+20
+0.6% +$1.94K 0.67% 42
2018
Q1 		$297K Sell
3,256
-2,937
-47% -$269K 0.12% 43
2017
Q4 		$530K Buy
+6,193
New +$508K 0.92% 26

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

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

Dynasty Wealth Management reduced its Microsoft (MSFT) stake by 37% in Q2 2026, selling an estimated $6.14M and leaving 25,596 shares worth $9.55M. The position accounts for 0.07% of the portfolio, ranked #68.

Dynasty Wealth Management first reported a position in MSFT in Q4 2017 and has held it in 14 quarters since. The position peaked at $22.7M in Q4 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Dynasty Wealth Management held 25,596 shares of Microsoft worth $9.55M as of Q2 2026.
  • Dynasty Wealth Management sold 15,169 Microsoft shares in Q2 2026, an estimated $6.14M.
  • Microsoft made up 0.07% of Dynasty Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Dynasty Wealth Management first reported a position in Microsoft in Q4 2017 and has held it in 14 quarters since.
  • Dynasty Wealth Management's Microsoft position peaked at $22.7M in Q4 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.