GC Wealth Management RIA’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$54.7M Sell
146,616
-28,976
-17% -$11.7M 3.15% 6
2026
Q1
$65M Buy
175,592
+6,862
+4% +$2.87M 2.69% 7
2025
Q4
$81.6M Sell
168,730
-74,311
-31% -$37.2M 3% 7
2025
Q3
$126M Buy
243,041
+124,366
+105% +$63.4M 4.14% 4
2025
Q2
$59M Buy
118,675
+67,042
+130% +$29.1M 4.82% 3
2025
Q1
$19.4M Sell
51,633
-2,262
-4% -$922K 3.56% 3
2024
Q4
$22.7M Sell
53,895
-1,507
-3% -$642K 3.99% 3
2024
Q3
$23.8M Sell
55,402
-18,370
-25% -$7.85M 4.16% 3
2024
Q2
$33M Buy
73,772
+2,935
+4% +$1.24M 6.51% 2
2024
Q1
$29.8M Buy
70,837
+52,659
+290% +$21.3M 5.96% 2
2023
Q4
$6.84M Buy
+18,178
New +$6.47M 3.08% 3

Other funds holding MSFT

GC Wealth Management RIA's MSFT Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Microsoft (MSFT) stake by 17% in Q2 2026, selling an estimated $11.7M and leaving 146,616 shares worth $54.7M. The position accounts for 3.15% of the portfolio, ranked #6.

GC Wealth Management RIA first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $126M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • GC Wealth Management RIA held 146,616 shares of Microsoft worth $54.7M as of Q2 2026.
  • GC Wealth Management RIA sold 28,976 Microsoft shares in Q2 2026, an estimated $11.7M.
  • Microsoft made up 3.15% of GC Wealth Management RIA's portfolio in Q2 2026, its #6 holding.
  • GC Wealth Management RIA first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • GC Wealth Management RIA's Microsoft position peaked at $126M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.