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GoalFusion Wealth Management’s Microsoft MSFT Stock Holding History

GoalFusion 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 		$789K Buy
2,115
+244
+13% +$98.7K 0.32% 16
2026
Q1 		$693K Buy
1,871
+273
+17% +$114K 0.31% 16
2025
Q4 		$773K Sell
1,598
-48
-3% -$24.1K 0.36% 16
2025
Q3 		$852K Buy
1,646
+12
+0.7% +$6.12K 0.41% 15
2025
Q2 		$813K Sell
1,634
-52
-3% -$22.6K 0.42% 15
2025
Q1 		$633K Sell
1,686
-462
-22% -$188K 0.35% 13
2024
Q4 		$905K Sell
2,148
-55
-2% -$23.4K 0.49% 14
2024
Q3 		$948K Buy
2,203
+90
+4% +$38.5K 0.53% 14
2024
Q2 		$944K Buy
2,113
+513
+32% +$217K 0.59% 14
2024
Q1 		$673K Buy
1,600
+11
+0.7% +$4.45K 0.43% 15
2023
Q4 		$597K Hold
1,589
– – 0.41% 15
2023
Q3 		$502K Hold
1,589
– – 0.37% 15
2023
Q2 		$541K Sell
1,589
-27
-2% -$8.46K 0.4% 15
2023
Q1 		$466K Buy
1,616
+27
+2% +$6.89K 0.37% 16
2022
Q4 		$394K Hold
1,589
– – 0.32% 12
2022
Q3 		$370K Buy
1,589
+91
+6% +$24K 0.35% 12
2022
Q2 		$385K Hold
1,498
– – 0.36% 12
2022
Q1 		$462K Buy
+1,498
New +$451K 0.4% 11

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

GoalFusion Wealth Management increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $98.7K and bringing the position to 2,115 shares worth $789K. The position accounts for 0.32% of the portfolio, ranked #16.

GoalFusion Wealth Management first reported a position in MSFT in Q1 2022 and has held it in 18 quarters since. The position peaked at $948K in Q3 2024. 1,291 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • GoalFusion Wealth Management held 2,115 shares of Microsoft worth $789K as of Q2 2026.
  • GoalFusion Wealth Management bought 244 Microsoft shares in Q2 2026, an estimated $98.7K.
  • Microsoft made up 0.32% of GoalFusion Wealth Management's portfolio in Q2 2026, its #16 holding.
  • GoalFusion Wealth Management first reported a position in Microsoft in Q1 2022 and has held it in 18 quarters since.
  • GoalFusion Wealth Management's Microsoft position peaked at $948K in Q3 2024.
  • 1,291 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.