Financial Enhancement Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.22M | Buy |
3,280
+236
| +8% | +$95.5K | 0.15% | 82 |
|
|
2026
Q1 | $1.29M | Sell |
3,044
-7
| -0.2% | -$2.93K | 0.16% | 84 |
|
|
2025
Q4 | $1.36M | Buy |
3,051
+36
| +1% | +$18K | 0.18% | 86 |
|
|
2025
Q3 | $1.58M | Buy |
3,015
+66
| +2% | +$33.7K | 0.21% | 79 |
|
|
2025
Q2 | $1.48M | Buy |
2,949
+96
| +3% | +$41.7K | 0.21% | 79 |
|
|
2025
Q1 | $1.05M | Buy |
2,853
+223
| +8% | +$90.9K | 0.16% | 80 |
|
|
2024
Q4 | $1.1M | Buy |
2,630
+626
| +31% | +$267K | 0.17% | 74 |
|
|
2024
Q3 | $625K | Sell |
2,004
-755
| -27% | -$323K | 0.12% | 93 |
|
|
2024
Q2 | $1.15M | Sell |
2,759
-238
| -8% | -$101K | 0.19% | 72 |
|
|
2024
Q1 | $1.26M | Buy |
2,997
+83
| +3% | +$33.6K | 0.21% | 77 |
|
|
2023
Q4 | $1.13M | Buy |
2,914
+1,021
| +54% | +$363K | 0.2% | 71 |
|
|
2023
Q3 | $630K | Buy |
1,893
+200
| +12% | +$66.1K | 0.12% | 90 |
|
|
2023
Q2 | $554K | Sell |
1,693
-311
| -16% | -$97.5K | 0.1% | 97 |
|
|
2023
Q1 | $625K | Buy |
2,004
+80
| +4% | +$20.4K | 0.12% | 93 |
|
|
2022
Q4 | $513K | Buy |
1,924
+116
| +6% | +$27.8K | 0.1% | 98 |
|
|
2022
Q3 | $421K | Hold |
1,808
| – | – | 0.1% | 84 |
|
|
2022
Q2 | $464K | Sell |
1,808
-68
| -4% | -$18.5K | 0.1% | 79 |
|
|
2022
Q1 | $578K | Sell |
1,876
-46
| -2% | -$13.8K | 0.11% | 75 |
|
|
2021
Q4 | $646K | Sell |
1,922
-32
| -2% | -$10.4K | 0.11% | 74 |
|
|
2021
Q3 | $551K | Buy |
1,954
+100
| +5% | +$29.1K | 0.1% | 71 |
|
|
2021
Q2 | $502K | Sell |
1,854
-689
| -27% | -$175K | 0.1% | 68 |
|
|
2021
Q1 | $600K | Buy |
2,543
+42
| +2% | +$9.74K | 0.12% | 64 |
|
|
2020
Q4 | $556K | Buy |
2,501
+404
| +19% | +$86.9K | 0.12% | 74 |
|
|
2020
Q3 | $441K | Buy |
2,097
+2
| +0.1% | +$420 | 0.1% | 78 |
|
|
2020
Q2 | $426K | Sell |
2,095
-86
| -4% | -$15.6K | 0.11% | 80 |
|
|
2020
Q1 | $344K | Sell |
2,181
-1,404
| -39% | -$231K | 0.1% | 81 |
|
|
2019
Q4 | $565K | Sell |
3,585
-3
| -0.1% | -$441 | 0.14% | 63 |
|
|
2019
Q3 | $499K | Buy |
3,588
+206
| +6% | +$28.3K | 0.13% | 64 |
|
|
2019
Q2 | $453K | Sell |
3,382
-396
| -10% | -$50.3K | 0.13% | 70 |
|
|
2019
Q1 | $446K | Buy |
3,778
+2,054
| +119% | +$224K | 0.14% | 69 |
|
|
2018
Q4 | $197K | Hold |
1,724
| – | – | 0.06% | 87 |
|
|
2018
Q3 | $197K | Sell |
1,724
-237
| -12% | -$25.7K | 0.06% | 87 |
|
|
2018
Q2 | $193K | Hold |
1,961
| – | – | 0.07% | 83 |
|
|
2018
Q1 | $179K | Buy |
+1,961
| New | +$179K | 0.06% | 88 |
|
Other funds holding MSFT
ATO
UBP
Financial Enhancement Group's MSFT Position: Q2 2026 in Review
Financial Enhancement Group increased its Microsoft (MSFT) stake by 7.8% in Q2 2026, buying an estimated $95.5K and bringing the position to 3,280 shares worth $1.22M. The position accounts for 0.15% of the portfolio, ranked #82.
Financial Enhancement Group first reported a position in MSFT in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.58M in Q3 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Financial Enhancement Group held 3,280 shares of Microsoft worth $1.22M as of Q2 2026.
- Financial Enhancement Group bought 236 Microsoft shares in Q2 2026, an estimated $95.5K.
- Microsoft made up 0.15% of Financial Enhancement Group's portfolio in Q2 2026, its #82 holding.
- Financial Enhancement Group first reported a position in Microsoft in Q1 2018 and has held it in 34 quarters since.
- Financial Enhancement Group's Microsoft position peaked at $1.58M in Q3 2025.
- 2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.