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HORAN Wealth’s Microsoft MSFT Stock Holding History

HORAN 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 		$16.7M Sell
44,652
-43,326
-49% -$17.5M 2.08% 10
2026
Q1 		$34.4M Buy
87,978
+44,470
+102% +$18.6M 3.27% 3
2025
Q4 		$21M Buy
43,508
+1,007
+2% +$505K 3.23% 5
2025
Q3 		$22M Buy
42,501
+5,743
+16% +$2.93M 3.47% 4
2025
Q2 		$18.3M Buy
+36,758
New +$16M 5.6% 2

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

HORAN Wealth's MSFT Position: Q2 2026 in Review

HORAN Wealth reduced its Microsoft (MSFT) stake by 49% in Q2 2026, selling an estimated $17.5M and leaving 44,652 shares worth $16.7M. The position accounts for 2.08% of the portfolio, ranked #10.

HORAN Wealth first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $34.4M in Q1 2026. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • HORAN Wealth held 44,652 shares of Microsoft worth $16.7M as of Q2 2026.
  • HORAN Wealth sold 43,326 Microsoft shares in Q2 2026, an estimated $17.5M.
  • Microsoft made up 2.08% of HORAN Wealth's portfolio in Q2 2026, its #10 holding.
  • HORAN Wealth first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • HORAN Wealth's Microsoft position peaked at $34.4M in Q1 2026.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.