Greykasell Wealth Strategies’s Microsoft MSFT Stock Holding History

Greykasell Wealth Strategies’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	$4.92M	Sell	13,188 -95	-0.7%	-$38.4K	1.79%	17
2026 Q1	$4.92M	Sell	13,283 -455	-3%	-$190K	1.98%	12
2025 Q4	$6.64M	Buy	13,738 +68	+0.5%	+$34.1K	2.62%	8
2025 Q3	$7.08M	Buy	13,670 +682	+5%	+$348K	2.98%	7
2025 Q2	$6.46M	Sell	12,988 -45	-0.3%	-$19.5K	3.1%	6
2025 Q1	$4.89M	Buy	13,033 +257	+2%	+$105K	2.61%	8
2024 Q4	$5.39M	Buy	+12,776	New	+$5.44M	2.99%	7

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

Greykasell Wealth Strategies's MSFT Position: Q2 2026 in Review

Greykasell Wealth Strategies reduced its Microsoft (MSFT) stake by 0.72% in Q2 2026, selling an estimated $38.4K and leaving 13,188 shares worth $4.92M. The position accounts for 1.79% of the portfolio, ranked #17.

Greykasell Wealth Strategies first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.08M in Q3 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Greykasell Wealth Strategies held 13,188 shares of Microsoft worth $4.92M as of Q2 2026.
Greykasell Wealth Strategies sold 95 Microsoft shares in Q2 2026, an estimated $38.4K.
Microsoft made up 1.79% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #17 holding.
Greykasell Wealth Strategies first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Greykasell Wealth Strategies's Microsoft position peaked at $7.08M in Q3 2025.
6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.