Fidato Wealth’s Microsoft MSFT Stock Holding History

Fidato 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	$205K	Sell	550 -105	-16%	-$42.5K	0.12%	14
2026 Q1	$242K	Buy	655 +114	+21%	+$47.7K	0.16%	13
2025 Q4	$262K	Sell	541 -5	-0.9%	-$2.51K	0.17%	13
2025 Q3	$283K	Buy	+546	New	+$279K	0.19%	14
2025 Q2	–	Sell	-4,625	Closed	-$1.74M	–	20
2025 Q1	$1.74M	Buy	4,625 +15	+0.3%	+$6.12K	1.33%	8
2024 Q4	$1.94M	Buy	+4,610	New	+$1.96M	1.46%	8

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

Fidato Wealth's MSFT Position: Q2 2026 in Review

Fidato Wealth reduced its Microsoft (MSFT) stake by 16% in Q2 2026, selling an estimated $42.5K and leaving 550 shares worth $205K. The position accounts for 0.12% of the portfolio, ranked #14.

Fidato Wealth first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.94M in Q4 2024. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Fidato Wealth held 550 shares of Microsoft worth $205K as of Q2 2026.
Fidato Wealth sold 105 Microsoft shares in Q2 2026, an estimated $42.5K.
Microsoft made up 0.12% of Fidato Wealth's portfolio in Q2 2026, its #14 holding.
Fidato Wealth first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
Fidato Wealth's Microsoft position peaked at $1.94M in Q4 2024.
6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fidato Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.