Fortress Financial Group’s Microsoft MSFT Stock Holding History

Fortress Financial 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	$976K	Sell	2,616 -569	-18%	-$230K	0.49%	30
2026 Q1	$1.18M	Sell	3,185 -123	-4%	-$51.5K	0.87%	24
2025 Q4	$1.6M	Sell	3,308 -3	-0.1%	-$1.5K	1.18%	19
2025 Q3	$1.71M	Sell	3,311 -1	-0%	-$510	1.31%	19
2025 Q2	$1.65M	Buy	3,312 +260	+9%	+$113K	1.4%	20
2025 Q1	$1.15M	Buy	3,052 +37	+1%	+$15.1K	1.14%	19
2024 Q4	$1.27M	Buy	+3,015	New	+$1.28M	1.26%	19

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

Fortress Financial Group's MSFT Position: Q2 2026 in Review

Fortress Financial Group reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $230K and leaving 2,616 shares worth $976K. The position accounts for 0.49% of the portfolio, ranked #30.

Fortress Financial Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Fortress Financial Group held 2,616 shares of Microsoft worth $976K as of Q2 2026.
Fortress Financial Group sold 569 Microsoft shares in Q2 2026, an estimated $230K.
Microsoft made up 0.49% of Fortress Financial Group's portfolio in Q2 2026, its #30 holding.
Fortress Financial Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Fortress Financial Group's Microsoft position peaked at $1.71M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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