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GDS Wealth Management’s Microsoft MSFT Stock Holding History

GDS 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 		$28M Buy
75,068
+9,807
+15% +$3.97M 1.33% 23
2026
Q1 		$24.2M Buy
65,261
+6,161
+10% +$2.58M 1.45% 22
2025
Q4 		$28.6M Buy
59,100
+588
+1% +$295K 1.79% 13
2025
Q3 		$30.3M Buy
58,512
+3,133
+6% +$1.6M 2% 9
2025
Q2 		$27.5M Buy
55,379
+4,478
+9% +$1.94M 2.01% 10
2025
Q1 		$19.1M Buy
50,901
+4,862
+11% +$1.98M 1.63% 19
2024
Q4 		$19.4M Buy
46,039
+2,358
+5% +$1M 1.77% 17
2024
Q3 		$18.8M Buy
43,681
+2,142
+5% +$916K 1.83% 15
2024
Q2 		$18.6M Buy
41,539
+6,087
+17% +$2.57M 2.04% 14
2024
Q1 		$14.9M Buy
35,452
+2,222
+7% +$900K 1.75% 16
2023
Q4 		$12.5M Buy
33,230
+3,226
+11% +$1.15M 1.69% 21
2023
Q3 		$9.47M Buy
30,004
+2,027
+7% +$670K 1.49% 21
2023
Q2 		$9.53M Buy
27,977
+543
+2% +$170K 1.55% 19
2023
Q1 		$7.91M Sell
27,434
-7,219
-21% -$1.84M 1.4% 22
2022
Q4 		$8.31M Sell
34,653
-2,445
-7% -$587K 1.59% 21
2022
Q3 		$8.64M Buy
37,098
+6,933
+23% +$1.83M 1.92% 19
2022
Q2 		$7.75M Buy
30,165
+12,761
+73% +$3.46M 1.74% 22
2022
Q1 		$4.88M Buy
17,404
+970
+6% +$292K 1.08% 26
2021
Q4 		$5.53M Buy
+16,434
New +$5.33M 1.24% 22

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

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

GDS Wealth Management increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $3.97M and bringing the position to 75,068 shares worth $28M. The position accounts for 1.33% of the portfolio, ranked #23.

GDS Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.3M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • GDS Wealth Management held 75,068 shares of Microsoft worth $28M as of Q2 2026.
  • GDS Wealth Management bought 9,807 Microsoft shares in Q2 2026, an estimated $3.97M.
  • Microsoft made up 1.33% of GDS Wealth Management's portfolio in Q2 2026, its #23 holding.
  • GDS Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • GDS Wealth Management's Microsoft position peaked at $30.3M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.