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Goldstone Financial Group’s Microsoft MSFT Stock Holding History

Goldstone Financial Group’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 		$4.17M Buy
11,190
+45
+0.4% +$18.2K 0.38% 59
2026
Q1 		$4.13M Sell
11,145
-460
-4% -$192K 0.45% 53
2025
Q4 		$5.61M Buy
11,605
+862
+8% +$432K 0.63% 44
2025
Q3 		$5.56M Buy
10,743
+827
+8% +$422K 0.66% 43
2025
Q2 		$4.95M Buy
9,916
+722
+8% +$314K 0.65% 42
2025
Q1 		$3.45M Buy
9,194
+1,406
+18% +$573K 0.52% 45
2024
Q4 		$3.28M Buy
7,788
+427
+6% +$182K 0.51% 46
2024
Q3 		$3.17M Buy
7,361
+223
+3% +$95.3K 0.55% 41
2024
Q2 		$3.19M Buy
7,138
+1,632
+30% +$689K 0.64% 39
2024
Q1 		$2.32M Buy
5,506
+37
+0.7% +$15K 0.53% 40
2023
Q4 		$2.06M Buy
5,469
+232
+4% +$82.6K 0.53% 39
2023
Q3 		$1.65M Sell
5,237
-456
-8% -$151K 0.49% 38
2023
Q2 		$1.94M Buy
5,693
+4
+0.1% +$1.25K 0.57% 37
2023
Q1 		$1.64M Buy
+5,689
New +$1.45M 0.54% 35

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

Goldstone Financial Group's MSFT Position: Q2 2026 in Review

Goldstone Financial Group increased its Microsoft (MSFT) stake by 0.4% in Q2 2026, buying an estimated $18.2K and bringing the position to 11,190 shares worth $4.17M. The position accounts for 0.38% of the portfolio, ranked #59.

Goldstone Financial Group first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.61M in Q4 2025. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Goldstone Financial Group held 11,190 shares of Microsoft worth $4.17M as of Q2 2026.
  • Goldstone Financial Group bought 45 Microsoft shares in Q2 2026, an estimated $18.2K.
  • Microsoft made up 0.38% of Goldstone Financial Group's portfolio in Q2 2026, its #59 holding.
  • Goldstone Financial Group first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Microsoft position peaked at $5.61M in Q4 2025.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.