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Financial Concepts Unlimited’s Microsoft MSFT Stock Holding History

Financial Concepts Unlimited’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 		$351K Sell
941
-126
-12% -$51K 0.28% 30
2026
Q1 		$395K Buy
+1,067
New +$446K 0.35% 25

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

Financial Concepts Unlimited's MSFT Position: Q2 2026 in Review

Financial Concepts Unlimited reduced its Microsoft (MSFT) stake by 12% in Q2 2026, selling an estimated $51K and leaving 941 shares worth $351K. The position accounts for 0.28% of the portfolio, ranked #30.

Financial Concepts Unlimited first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $395K in Q1 2026. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Financial Concepts Unlimited held 941 shares of Microsoft worth $351K as of Q2 2026.
  • Financial Concepts Unlimited sold 126 Microsoft shares in Q2 2026, an estimated $51K.
  • Microsoft made up 0.28% of Financial Concepts Unlimited's portfolio in Q2 2026, its #30 holding.
  • Financial Concepts Unlimited first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
  • Financial Concepts Unlimited's Microsoft position peaked at $395K in Q1 2026.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Concepts Unlimited's 13F filing for Q2 2026, filed 6 Aug 2026.