Equita Financial Network’s Microsoft MSFT Stock Holding History

Equita Financial Network’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	$1.07M	Buy	2,867 +56	+2%	+$22.7K	0.3%	42
2026 Q1	$1.04M	Sell	2,811 -83	-3%	-$34.7K	0.33%	40
2025 Q4	$1.4M	Buy	2,894 +46	+2%	+$23.1K	0.42%	32
2025 Q3	$1.48M	Sell	2,848 -39	-1%	-$19.9K	0.5%	32
2025 Q2	$1.44M	Sell	2,887 -282	-9%	-$122K	0.57%	28
2025 Q1	$1.19M	Buy	3,169 +904	+40%	+$369K	0.42%	38
2024 Q4	$955K	Buy	2,265 +107	+5%	+$45.6K	0.35%	43
2024 Q3	$929K	Buy	2,158 +724	+50%	+$309K	0.34%	43
2024 Q2	$641K	Buy	1,434 +427	+42%	+$180K	0.27%	50
2024 Q1	$424K	Buy	1,007 +341	+51%	+$138K	0.19%	53
2023 Q4	$251K	Sell	666 -1,393	-68%	-$496K	0.13%	57
2023 Q3	$650K	Buy	+2,059	New	+$680K	0.4%	38

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

Equita Financial Network's MSFT Position: Q2 2026 in Review

Equita Financial Network increased its Microsoft (MSFT) stake by 2% in Q2 2026, buying an estimated $22.7K and bringing the position to 2,867 shares worth $1.07M. The position accounts for 0.3% of the portfolio, ranked #42.

Equita Financial Network first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.48M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Equita Financial Network held 2,867 shares of Microsoft worth $1.07M as of Q2 2026.
Equita Financial Network bought 56 Microsoft shares in Q2 2026, an estimated $22.7K.
Microsoft made up 0.3% of Equita Financial Network's portfolio in Q2 2026, its #42 holding.
Equita Financial Network first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
Equita Financial Network's Microsoft position peaked at $1.48M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.