Fusion Family Wealth’s Microsoft MSFT Stock Holding History

Fusion Family Wealth’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	$385K	Hold	1,031	–	–	0.03%	40
2026 Q1	$382K	Hold	1,031	–	–	0.03%	37
2025 Q4	$499K	Hold	1,031	–	–	0.04%	31
2025 Q3	$534K	Hold	1,031	–	–	0.04%	32
2025 Q2	$513K	Hold	1,031	–	–	0.04%	31
2025 Q1	$387K	Hold	1,031	–	–	0.04%	33
2024 Q4	$435K	Buy	1,031 +140	+16%	+$59.6K	0.04%	33
2024 Q3	$383K	Buy	891 +234	+36%	+$100K	0.04%	34
2024 Q2	$294K	Hold	657	–	–	0.03%	37
2024 Q1	$276K	Hold	657	–	–	0.03%	39
2023 Q4	$247K	Hold	657	–	–	0.03%	37
2023 Q3	$207K	Hold	657	–	–	0.03%	40
2023 Q2	$224K	Buy	+657	New	+$206K	0.03%	41
2019 Q1	–	Sell	-4,031	Closed	-$409K	–	211
2018 Q4	$409K	Buy	4,031 +362	+10%	+$38.8K	0.12%	45
2018 Q3	$420K	Sell	3,669 -3,664,155	-100%	-$397M	0.11%	41
2018 Q2	$362K	Buy	3,667,824 +3,664,360	+105,784%	+$355M	0.1%	48
2018 Q1	$316K	Buy	3,464 +1	+0%	+$91	0.11%	43
2017 Q4	$292K	Buy	3,463 +2,975	+610%	+$244K	0.07%	56
2017 Q3	$36K	Sell	488 -2,560	-84%	-$187K	0.01%	102
2017 Q2	$210K	Sell	3,048 -23	-0.7%	-$1.58K	0.07%	72
2017 Q1	$202K	Sell	3,071 -627	-17%	-$40.2K	0.08%	70
2016 Q4	$231K	Buy	+3,698	New	+$222K	0.14%	67

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

Fusion Family Wealth's MSFT Position: Q2 2026 in Review

Fusion Family Wealth held its Microsoft (MSFT) position steady in Q2 2026 at 1,031 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #40.

Fusion Family Wealth first reported a position in MSFT in Q4 2016 and has held it in 22 quarters since. The position peaked at $534K in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Fusion Family Wealth held 1,031 shares of Microsoft worth $385K as of Q2 2026.
Fusion Family Wealth left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.03% of Fusion Family Wealth's portfolio in Q2 2026, its #40 holding.
Fusion Family Wealth first reported a position in Microsoft in Q4 2016 and has held it in 22 quarters since.
Fusion Family Wealth's Microsoft position peaked at $534K in Q3 2025.
6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fusion Family Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.