FEG
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Financial Enhancement Group’s Microsoft MSFT Stock Holding History

Financial Enhancement Group’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 		$298K Hold
800
– – 0.04% 125
2026
Q1 		$338K Buy
+800
New +$335K 0.04% 118

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 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. 6,213 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.
  • 6,213 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.