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Golden State Wealth Management’s Microsoft MSFT Stock Holding History

Golden State 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 		$8.12M Sell
21,778
-221
-1% -$89.4K 0.74% 22
2026
Q1 		$8.14M Sell
21,999
-5,117
-19% -$2.14M 0.89% 21
2025
Q4 		$13.1M Sell
27,116
-430
-2% -$215K 1.39% 14
2025
Q3 		$14.3M Buy
27,546
+973
+4% +$496K 1.57% 12
2025
Q2 		$13.2M Buy
26,573
+4,553
+21% +$1.98M 1.61% 11
2025
Q1 		$8.27M Buy
22,020
+214
+1% +$87.2K 1.23% 17
2024
Q4 		$9.19M Buy
+21,806
New +$9.29M 1.38% 15
2022
Q1 		$6.45M Sell
20,916
-6,307
-23% -$1.9M 1.26% 17
2021
Q4 		$9.15M Buy
27,223
+5,458
+25% +$1.77M 1.58% 11
2021
Q3 		$6.14M Sell
21,765
-176
-0.8% -$51.2K 1.33% 19
2021
Q2 		$5.94M Buy
21,941
+5,331
+32% +$1.36M 1.31% 19
2021
Q1 		$3.92M Sell
16,610
-7,390
-31% -$1.71M 1.29% 17
2020
Q4 		$5.34M Buy
24,000
+5,770
+32% +$1.24M 1.55% 14
2020
Q3 		$3.83M Sell
18,230
-5,861
-24% -$1.23M 1.28% 16
2020
Q2 		$4.9M Buy
24,091
+10,474
+77% +$1.9M 1.57% 12
2020
Q1 		$2.15M Buy
13,617
+11,859
+675% +$1.95M 0.95% 21
2019
Q4 		$277K Sell
1,758
-9,070
-84% -$1.33M 0.05% 46
2019
Q3 		$1.5M Buy
10,828
+1,039
+11% +$143K 0.5% 39
2019
Q2 		$1.31M Buy
9,789
+514
+6% +$65.3K 0.42% 52
2019
Q1 		$1.09M Buy
+9,275
New +$1.01M 0.37% 55

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Golden State Wealth Management's MSFT Position: Q2 2026 in Review

Golden State Wealth Management reduced its Microsoft (MSFT) stake by 1% in Q2 2026, selling an estimated $89.4K and leaving 21,778 shares worth $8.12M. The position accounts for 0.74% of the portfolio, ranked #22.

Golden State Wealth Management first reported a position in MSFT in Q1 2019 and has held it in 20 quarters since. The position peaked at $14.3M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Golden State Wealth Management held 21,778 shares of Microsoft worth $8.12M as of Q2 2026.
  • Golden State Wealth Management sold 221 Microsoft shares in Q2 2026, an estimated $89.4K.
  • Microsoft made up 0.74% of Golden State Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Golden State Wealth Management first reported a position in Microsoft in Q1 2019 and has held it in 20 quarters since.
  • Golden State Wealth Management's Microsoft position peaked at $14.3M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.