Evoke Wealth’s Microsoft MSFT Stock Holding History

Evoke 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	–	Sell	-3,600	Closed	-$1.33M	–	410
2026 Q1	$1.33M	Hold	3,600	–	–	0.02%	231
2025 Q4	$1.74M	Hold	3,600	–	–	0.03%	201
2025 Q3	$1.86M	Hold	3,600	–	–	0.04%	177
2025 Q2	$1.79M	Buy	+3,600	New	+$1.56M	0.04%	167

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

Evoke Wealth's MSFT Position: Q2 2026 in Review

Evoke Wealth sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 121,002 shares — an estimated $44.8M sold.

Evoke Wealth first reported a position in MSFT in Q3 2019 and held it in 25 quarters. The position peaked at $66.7M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Evoke Wealth reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 121,002 Microsoft shares in Q2 2026, an estimated $44.8M.
Evoke Wealth first reported a position in Microsoft in Q3 2019 and held it in 25 quarters.
Evoke Wealth's Microsoft position peaked at $66.7M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.