Echo Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Echo Wealth Management's MSFT Position: Q2 2026 in Review
Echo Wealth Management increased its Microsoft (MSFT) stake by 6.5% in Q2 2026, buying an estimated $56.6K and bringing the position to 2,283 shares worth $852K. The position accounts for 0.43% of the portfolio, ranked #24.
Echo Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.6M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Echo Wealth Management held 2,283 shares of Microsoft worth $852K as of Q2 2026.
- Echo Wealth Management bought 140 Microsoft shares in Q2 2026, an estimated $56.6K.
- Microsoft made up 0.43% of Echo Wealth Management's portfolio in Q2 2026, its #24 holding.
- Echo Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 12 quarters since.
- Echo Wealth Management's Microsoft position peaked at $1.6M in Q3 2025.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.