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Elwood & Goetz Wealth Advisory Group’s Microsoft MSFT Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$3.36M Sell
9,006
-297
-3% -$120K 0.5% 25
2026
Q1 		$3.44M Buy
9,303
+37
+0.4% +$15.5K 0.58% 24
2025
Q4 		$4.48M Buy
9,266
+499
+6% +$250K 0.79% 21
2025
Q3 		$4.54M Buy
8,767
+1,742
+25% +$889K 0.87% 19
2025
Q2 		$3.49M Buy
7,025
+532
+8% +$231K 0.76% 17
2025
Q1 		$2.44M Sell
6,493
-1,944
-23% -$793K 0.6% 20
2024
Q4 		$3.56M Sell
8,437
-1
-0% -$426 0.87% 17
2024
Q3 		$3.63M Buy
8,438
+2,317
+38% +$990K 0.9% 17
2024
Q2 		$2.74M Sell
6,121
-57
-0.9% -$24.1K 0.78% 17
2024
Q1 		$2.6M Buy
6,178
+194
+3% +$78.5K 0.63% 22
2023
Q4 		$2.25M Buy
5,984
+313
+6% +$111K 0.48% 27
2023
Q3 		$1.79M Buy
5,671
+2,249
+66% +$743K 0.42% 31
2023
Q2 		$1.17M Buy
3,422
+300
+10% +$94K 0.27% 34
2023
Q1 		$900K Buy
3,122
+25
+0.8% +$6.38K 0.21% 35
2022
Q4 		$743K Sell
3,097
-23
-0.7% -$5.52K 0.23% 34
2022
Q3 		$727K Buy
3,120
+16
+0.5% +$4.22K 0.25% 33
2022
Q2 		$797K Sell
3,104
-128
-4% -$34.7K 0.27% 31
2022
Q1 		$997K Buy
3,232
+116
+4% +$34.9K 0.31% 24
2021
Q4 		$1.05M Buy
3,116
+257
+9% +$83.3K 0.33% 23
2021
Q3 		$806K Buy
2,859
+350
+14% +$102K 0.28% 24
2021
Q2 		$680K Hold
2,509
– – 0.26% 24
2021
Q1 		$592K Hold
2,509
– – 0.25% 28
2020
Q4 		$558K Buy
+2,509
New +$539K 0.25% 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

Elwood & Goetz Wealth Advisory Group's MSFT Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Microsoft (MSFT) stake by 3.2% in Q2 2026, selling an estimated $120K and leaving 9,006 shares worth $3.36M. The position accounts for 0.5% of the portfolio, ranked #25.

Elwood & Goetz Wealth Advisory Group first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.54M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 9,006 shares of Microsoft worth $3.36M as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 297 Microsoft shares in Q2 2026, an estimated $120K.
  • Microsoft made up 0.5% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #25 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Microsoft position peaked at $4.54M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.