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Global Wealth Strategies & Associates’s Microsoft MSFT Stock Holding History

Global Wealth Strategies & Associates’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 		$1.38M Buy
3,694
+40
+1% +$16.2K 0.26% 35
2026
Q1 		$1.35M Buy
3,654
+398
+12% +$167K 0.33% 26
2025
Q4 		$1.57M Buy
3,256
+49
+2% +$24.6K 0.39% 21
2025
Q3 		$1.66M Buy
3,207
+401
+14% +$205K 0.43% 21
2025
Q2 		$1.4M Sell
2,806
-404
-13% -$175K 0.4% 22
2025
Q1 		$1.21M Buy
3,210
+67
+2% +$27.3K 0.37% 22
2024
Q4 		$1.32M Buy
3,143
+146
+5% +$62.2K 0.41% 21
2024
Q3 		$1.29M Buy
2,997
+25
+0.8% +$10.7K 0.42% 19
2024
Q2 		$1.33M Sell
2,972
-251
-8% -$106K 0.48% 20
2024
Q1 		$1.36M Buy
3,223
+111
+4% +$44.9K 0.51% 20
2023
Q4 		$1.17M Sell
3,112
-34
-1% -$12.1K 0.49% 20
2023
Q3 		$993K Buy
3,146
+2
+0.1% +$661 0.46% 26
2023
Q2 		$1.07M Hold
3,144
– – 0.5% 25
2023
Q1 		$906K Sell
3,144
-984
-24% -$251K 0.47% 24
2022
Q4 		$990K Buy
+4,128
New +$991K 0.57% 26

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

Global Wealth Strategies & Associates's MSFT Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its Microsoft (MSFT) stake by 1.1% in Q2 2026, buying an estimated $16.2K and bringing the position to 3,694 shares worth $1.38M. The position accounts for 0.26% of the portfolio, ranked #35.

Global Wealth Strategies & Associates first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.66M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Global Wealth Strategies & Associates held 3,694 shares of Microsoft worth $1.38M as of Q2 2026.
  • Global Wealth Strategies & Associates bought 40 Microsoft shares in Q2 2026, an estimated $16.2K.
  • Microsoft made up 0.26% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #35 holding.
  • Global Wealth Strategies & Associates first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Global Wealth Strategies & Associates's Microsoft position peaked at $1.66M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.