Grant Private Wealth Management’s Microsoft MSFT Stock Holding History

Grant Private 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	$6.74M	Buy	18,075 +3,557	+25%	+$1.44M	2.84%	8
2026 Q1	$5.37M	Buy	14,518 +5,276	+57%	+$2.21M	2.85%	7
2025 Q4	$4.47M	Buy	9,242 +546	+6%	+$274K	2.7%	8
2025 Q3	$4.5M	Sell	8,696 -5,317	-38%	-$2.71M	2.78%	7
2025 Q2	$6.97M	Buy	14,013 +8,029	+134%	+$3.49M	3.95%	4
2025 Q1	$2.23M	Sell	5,984 -8	-0.1%	-$3.26K	2.41%	7
2024 Q4	$2.53M	Buy	+5,992	New	+$2.55M	2.72%	7

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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 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

Grant Private Wealth Management's MSFT Position: Q2 2026 in Review

Grant Private Wealth Management increased its Microsoft (MSFT) stake by 25% in Q2 2026, buying an estimated $1.44M and bringing the position to 18,075 shares worth $6.74M. The position accounts for 2.84% of the portfolio, ranked #8.

Grant Private Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.97M in Q2 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Grant Private Wealth Management held 18,075 shares of Microsoft worth $6.74M as of Q2 2026.
Grant Private Wealth Management bought 3,557 Microsoft shares in Q2 2026, an estimated $1.44M.
Microsoft made up 2.84% of Grant Private Wealth Management's portfolio in Q2 2026, its #8 holding.
Grant Private Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's Microsoft position peaked at $6.97M in Q2 2025.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.