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FSR Wealth Management’s Microsoft MSFT Stock Holding History

FSR 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 		$246K Buy
+660
New +$267K 0.28% 28
2026
Q1 		– Sell
-538
Closed -$260K – 41
2025
Q4 		$260K Buy
538
+62
+13% +$31.1K 0.31% 32
2025
Q3 		$246K Buy
476
+56
+13% +$28.6K 0.29% 32
2025
Q2 		$209K Sell
420
-602
-59% -$261K 0.27% 33
2025
Q1 		$384K Sell
1,022
-640
-39% -$261K 0.51% 29
2024
Q4 		$701K Buy
+1,662
New +$708K 0.88% 20

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

FSR Wealth Management's MSFT Position: Q2 2026 in Review

FSR Wealth Management opened a new position in Microsoft (MSFT) in Q2 2026: 660 shares worth $246K. The stake represents 0.28% of the portfolio and ranks #28 among its holdings. This is a return to the name: FSR Wealth Management previously reported a position in MSFT as recently as Q4 2025.

FSR Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $701K in Q4 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • FSR Wealth Management held 660 shares of Microsoft worth $246K as of Q2 2026.
  • Microsoft was a new FSR Wealth Management position in Q2 2026.
  • Microsoft made up 0.28% of FSR Wealth Management's portfolio in Q2 2026, its #28 holding.
  • FSR Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • FSR Wealth Management's Microsoft position peaked at $701K in Q4 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on FSR Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.