Endeavor Private Wealth’s Microsoft MSFT Stock Holding History

Endeavor Private Wealth’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	$2.08M	Buy	5,583 +50	+0.9%	+$20.2K	0.51%	56
2026 Q1	$2.04M	Sell	5,533 -51	-0.9%	-$21.3K	0.59%	55
2025 Q4	$2.7M	Buy	5,584 +899	+19%	+$451K	0.77%	41
2025 Q3	$2.43M	Buy	4,685 +1,216	+35%	+$620K	0.75%	41
2025 Q2	$1.73M	Sell	3,469 -58	-2%	-$25.2K	0.82%	39
2025 Q1	$1.32M	Buy	3,527 +3,128	+784%	+$1.28M	0.72%	41
2024 Q4	$168K	Buy	+399	New	+$170K	0.16%	66

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

Endeavor Private Wealth's MSFT Position: Q2 2026 in Review

Endeavor Private Wealth increased its Microsoft (MSFT) stake by 0.9% in Q2 2026, buying an estimated $20.2K and bringing the position to 5,583 shares worth $2.08M. The position accounts for 0.51% of the portfolio, ranked #56.

Endeavor Private Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.7M in Q4 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Endeavor Private Wealth held 5,583 shares of Microsoft worth $2.08M as of Q2 2026.
Endeavor Private Wealth bought 50 Microsoft shares in Q2 2026, an estimated $20.2K.
Microsoft made up 0.51% of Endeavor Private Wealth's portfolio in Q2 2026, its #56 holding.
Endeavor Private Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Endeavor Private Wealth's Microsoft position peaked at $2.7M in Q4 2025.
6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.