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Gentry Private Wealth’s Microsoft MSFT Stock Holding History

Gentry Private 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 		$1.49M Buy
3,990
+141
+4% +$57K 0.77% 21
2026
Q1 		$1.42M Buy
3,849
+854
+29% +$357K 0.86% 20
2025
Q4 		$1.45M Buy
2,995
+434
+17% +$217K 0.91% 16
2025
Q3 		$1.33M Buy
2,561
+2
+0.1% +$1.02K 0.92% 18
2025
Q2 		$1.27M Sell
2,559
-19
-0.7% -$8.25K 0.97% 16
2025
Q1 		$968K Buy
+2,578
New +$1.05M 0.8% 20
2024
Q4 		– Sell
-2,573
Closed -$1.11M – 62
2024
Q3 		$1.11M Sell
2,573
-3
-0.1% -$1.28K 0.9% 20
2024
Q2 		$1.15M Buy
+2,576
New +$1.09M 1.01% 14

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

Gentry Private Wealth's MSFT Position: Q2 2026 in Review

Gentry Private Wealth increased its Microsoft (MSFT) stake by 3.7% in Q2 2026, buying an estimated $57K and bringing the position to 3,990 shares worth $1.49M. The position accounts for 0.77% of the portfolio, ranked #21.

Gentry Private Wealth first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Gentry Private Wealth held 3,990 shares of Microsoft worth $1.49M as of Q2 2026.
  • Gentry Private Wealth bought 141 Microsoft shares in Q2 2026, an estimated $57K.
  • Microsoft made up 0.77% of Gentry Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Gentry Private Wealth first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.