Foundation Wealth Management (Pennsylvania)’s Microsoft MSFT Stock Holding History

Foundation Wealth Management (Pennsylvania)’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	$786K	Buy	2,108 +1,040	+97%	+$421K	0.24%	46
2026 Q1	$395K	Buy	1,068 +4	+0.4%	+$1.67K	0.14%	62
2025 Q4	$515K	Sell	1,064 -212	-17%	-$106K	0.19%	59
2025 Q3	$661K	Hold	1,276	–	–	0.26%	51
2025 Q2	$635K	Buy	1,276 +20	+2%	+$8.69K	0.27%	50
2025 Q1	$471K	Buy	1,256 +368	+41%	+$150K	0.22%	57
2024 Q4	$374K	Buy	+888	New	+$378K	0.18%	62

Other funds holding MSFT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s MSFT Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) increased its Microsoft (MSFT) stake by 97% in Q2 2026, buying an estimated $421K and bringing the position to 2,108 shares worth $786K. The position accounts for 0.24% of the portfolio, ranked #46.

Foundation Wealth Management (Pennsylvania) first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 3,399 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 2,108 shares of Microsoft worth $786K as of Q2 2026.
Foundation Wealth Management (Pennsylvania) bought 1,040 Microsoft shares in Q2 2026, an estimated $421K.
Microsoft made up 0.24% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #46 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
3,399 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.