EP
MSFT icon

Essential Planning’s Microsoft MSFT Stock Holding History

Essential Planning’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 		$1.69M Sell
4,522
-472
-9% -$191K 0.48% 29
2026
Q1 		$1.85M Sell
4,994
-19
-0.4% -$7.95K 0.59% 28
2025
Q4 		$2.42M Buy
5,013
+465
+10% +$233K 0.77% 24
2025
Q3 		$2.36M Buy
4,548
+62
+1% +$31.6K 0.81% 24
2025
Q2 		$2.23M Hold
4,486
– – 0.83% 21
2025
Q1 		$1.68M Sell
4,486
-79,572
-95% -$32.4M 0.68% 23
2024
Q4 		$35.8M Buy
84,058
+79,592
+1,782% +$33.9M 0.23% 39
2024
Q3 		$1.92M Buy
4,466
+88
+2% +$37.6K 0.79% 20
2024
Q2 		$1.96M Sell
4,378
-363
-8% -$153K 0.86% 19
2024
Q1 		$1.78M Hold
4,741
– – 0.89% 18
2023
Q4 		$1.78M Buy
4,741
+160
+3% +$56.9K 0.9% 18
2023
Q3 		$1.45M Hold
4,581
– – 0.8% 18
2023
Q2 		$1.56M Buy
4,581
+380
+9% +$119K 0.89% 17
2023
Q1 		$1.21M Buy
4,201
+1
+0% +$255 0.73% 17
2022
Q4 		$1M Buy
4,200
+997
+31% +$239K 0.77% 18
2022
Q3 		$746K Buy
+3,203
New +$846K 4.31% 7

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

Essential Planning's MSFT Position: Q2 2026 in Review

Essential Planning reduced its Microsoft (MSFT) stake by 9.5% in Q2 2026, selling an estimated $191K and leaving 4,522 shares worth $1.69M. The position accounts for 0.48% of the portfolio, ranked #29.

Essential Planning first reported a position in MSFT in Q3 2022 and has held it in 16 quarters since. The position peaked at $35.8M in Q4 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Essential Planning held 4,522 shares of Microsoft worth $1.69M as of Q2 2026.
  • Essential Planning sold 472 Microsoft shares in Q2 2026, an estimated $191K.
  • Microsoft made up 0.48% of Essential Planning's portfolio in Q2 2026, its #29 holding.
  • Essential Planning first reported a position in Microsoft in Q3 2022 and has held it in 16 quarters since.
  • Essential Planning's Microsoft position peaked at $35.8M in Q4 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.