Five Pine Wealth Management’s Microsoft MSFT Stock Holding History

Five Pine Wealth Management’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	$203K	Sell	545 -119	-18%	-$48.1K	0.12%	51
2026 Q1	$246K	Sell	664 -99	-13%	-$41.4K	0.15%	41
2025 Q4	$369K	Sell	763 -1	-0.1%	-$501	0.24%	32
2025 Q3	$396K	Sell	764 -36	-5%	-$18.4K	0.27%	31
2025 Q2	$398K	Sell	800 -31	-4%	-$13.5K	0.29%	31
2025 Q1	$312K	Sell	831 -34	-4%	-$13.9K	0.25%	30
2024 Q4	$365K	Buy	+865	New	+$368K	0.31%	31

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

Five Pine Wealth Management's MSFT Position: Q2 2026 in Review

Five Pine Wealth Management reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $48.1K and leaving 545 shares worth $203K. The position accounts for 0.12% of the portfolio, ranked #51.

Five Pine Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $398K in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Five Pine Wealth Management held 545 shares of Microsoft worth $203K as of Q2 2026.
Five Pine Wealth Management sold 119 Microsoft shares in Q2 2026, an estimated $48.1K.
Microsoft made up 0.12% of Five Pine Wealth Management's portfolio in Q2 2026, its #51 holding.
Five Pine Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Five Pine Wealth Management's Microsoft position peaked at $398K in Q2 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.