Genesis Wealth Advisors’s Microsoft MSFT Stock Holding History

Genesis Wealth Advisors’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	$517K	Hold	1,387	–	–	0.31%	34
2026 Q1	$513K	Hold	1,387	–	–	0.34%	34
2025 Q4	$671K	Hold	1,387	–	–	0.46%	23
2025 Q3	$718K	Hold	1,387	–	–	0.51%	24
2025 Q2	$690K	Hold	1,387	–	–	0.52%	24
2025 Q1	$521K	Hold	1,387	–	–	0.42%	31
2024 Q4	$585K	Buy	+1,387	New	+$591K	0.51%	31
2015 Q2	$104K	Buy	2,345 +229	+11%	+$10.4K	0.08%	114
2015 Q1	$86.2K	Hold	2,116	–	–	0.07%	140
2014 Q4	$93.1K	Buy	+2,116	New	+$99.3K	0.07%	146

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

Genesis Wealth Advisors's MSFT Position: Q2 2026 in Review

Genesis Wealth Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 1,387 shares worth $517K. The position accounts for 0.31% of the portfolio, ranked #34.

Genesis Wealth Advisors first reported a position in MSFT in Q4 2014 and has held it in 10 quarters since. The position peaked at $718K in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Genesis Wealth Advisors held 1,387 shares of Microsoft worth $517K as of Q2 2026.
Genesis Wealth Advisors left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.31% of Genesis Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Genesis Wealth Advisors first reported a position in Microsoft in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's Microsoft position peaked at $718K in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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