Financial Gravity Companies’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
$6.66M Buy
+17,851
New +$7.22M 1.08% 25
2025
Q2
$7.36M Buy
+14,803
New +$6.43M 1.45% 21
2024
Q4
$5.1M Buy
12,098
+410
+4% +$175K 1.16% 24
2024
Q3
$5.03M Buy
+11,688
New +$5M 1.35% 20
2018
Q4
$246K Buy
+2,392
New +$256K 0.22% 98
2018
Q1
$221K Buy
2,360
+761
+48% +$69.6K 0.23% 80
2017
Q4
$152K Buy
+1,599
New +$131K 0.17% 113

Other funds holding MSFT

Financial Gravity Companies's MSFT Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Microsoft (MSFT) in Q2 2026: 17,851 shares worth $6.66M. The stake represents 1.08% of the portfolio and ranks #25 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MSFT as recently as Q2 2025.

Financial Gravity Companies first reported a position in MSFT in Q4 2017 and has held it in 7 quarters since. The position peaked at $7.36M in Q2 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Financial Gravity Companies held 17,851 shares of Microsoft worth $6.66M as of Q2 2026.
  • Microsoft was a new Financial Gravity Companies position in Q2 2026.
  • Microsoft made up 1.08% of Financial Gravity Companies's portfolio in Q2 2026, its #25 holding.
  • Financial Gravity Companies first reported a position in Microsoft in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's Microsoft position peaked at $7.36M in Q2 2025.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.