Ergawealth Advisors’s Microsoft MSFT Stock Holding History

Ergawealth Advisors’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	$405K	Sell	1,086 -15	-1%	-$6.07K	0.16%	36
2026 Q1	$407K	Sell	1,101 -274	-20%	-$115K	0.18%	36
2025 Q4	$665K	Buy	1,375 +901	+190%	+$452K	0.31%	27
2025 Q3	$245K	Sell	474 -319	-40%	-$163K	0.11%	49
2025 Q2	$394K	Buy	793 +52	+7%	+$22.6K	0.18%	51
2025 Q1	$278K	Sell	741 -10	-1%	-$4.08K	0.14%	53
2024 Q4	$316K	Sell	751 -183	-20%	-$77.9K	0.16%	51
2024 Q3	$402K	Buy	934 +30	+3%	+$12.8K	0.2%	45
2024 Q2	$404K	Buy	904 +3	+0.3%	+$1.27K	0.22%	45
2024 Q1	$379K	Buy	901 +13	+1%	+$5.26K	0.21%	43
2023 Q4	$334K	Hold	888	–	–	0.21%	37
2023 Q3	$280K	Hold	888	–	–	0.19%	40
2023 Q2	$302K	Buy	888 +87	+11%	+$27.3K	0.21%	36
2023 Q1	$231K	Buy	+801	New	+$204K	0.19%	42

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

Ergawealth Advisors's MSFT Position: Q2 2026 in Review

Ergawealth Advisors reduced its Microsoft (MSFT) stake by 1.4% in Q2 2026, selling an estimated $6.07K and leaving 1,086 shares worth $405K. The position accounts for 0.16% of the portfolio, ranked #36.

Ergawealth Advisors first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $665K in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Ergawealth Advisors held 1,086 shares of Microsoft worth $405K as of Q2 2026.
Ergawealth Advisors sold 15 Microsoft shares in Q2 2026, an estimated $6.07K.
Microsoft made up 0.16% of Ergawealth Advisors's portfolio in Q2 2026, its #36 holding.
Ergawealth Advisors first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
Ergawealth Advisors's Microsoft position peaked at $665K in Q4 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.