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Gray Private Wealth’s Microsoft MSFT Stock Holding History

Gray Private 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 		$1.61M Buy
4,323
+103
+2% +$41.7K 0.7% 14
2026
Q1 		$1.56M Buy
4,220
+779
+23% +$326K 0.79% 14
2025
Q4 		$1.66M Buy
3,441
+94
+3% +$47.1K 0.81% 14
2025
Q3 		$1.73M Buy
3,347
+92
+3% +$46.9K 0.87% 12
2025
Q2 		$1.62M Sell
3,255
-1,156
-26% -$502K 0.87% 13
2025
Q1 		$1.66M Buy
4,411
+1,496
+51% +$610K 1% 13
2024
Q4 		$1.23M Sell
2,915
-40
-1% -$17K 0.73% 15
2024
Q3 		$1.27M Sell
2,955
-64
-2% -$27.4K 0.76% 14
2024
Q2 		$1.35M Sell
3,019
-19
-0.6% -$8.02K 0.86% 13
2024
Q1 		$1.28M Buy
+3,038
New +$1.23M 0.84% 14

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

Gray Private Wealth's MSFT Position: Q2 2026 in Review

Gray Private Wealth increased its Microsoft (MSFT) stake by 2.4% in Q2 2026, buying an estimated $41.7K and bringing the position to 4,323 shares worth $1.61M. The position accounts for 0.7% of the portfolio, ranked #14.

Gray Private Wealth first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.73M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Gray Private Wealth held 4,323 shares of Microsoft worth $1.61M as of Q2 2026.
  • Gray Private Wealth bought 103 Microsoft shares in Q2 2026, an estimated $41.7K.
  • Microsoft made up 0.7% of Gray Private Wealth's portfolio in Q2 2026, its #14 holding.
  • Gray Private Wealth first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
  • Gray Private Wealth's Microsoft position peaked at $1.73M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.