Graetz Wealth’s Microsoft MSFT Stock Holding History

Graetz 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	$275K	Sell	737 -13	-2%	-$5.26K	0.22%	63
2026 Q1	$278K	Buy	750 +127	+20%	+$53.1K	0.25%	56
2025 Q4	$301K	Buy	+623	New	+$312K	0.27%	46

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Graetz Wealth's MSFT Position: Q2 2026 in Review

Graetz Wealth reduced its Microsoft (MSFT) stake by 1.7% in Q2 2026, selling an estimated $5.26K and leaving 737 shares worth $275K. The position accounts for 0.22% of the portfolio, ranked #63.

Graetz Wealth first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $301K in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Graetz Wealth held 737 shares of Microsoft worth $275K as of Q2 2026.
Graetz Wealth sold 13 Microsoft shares in Q2 2026, an estimated $5.26K.
Microsoft made up 0.22% of Graetz Wealth's portfolio in Q2 2026, its #63 holding.
Graetz Wealth first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
Graetz Wealth's Microsoft position peaked at $301K in Q4 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.