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Independent Wealth Network’s Microsoft MSFT Stock Holding History

Independent Wealth Network’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 		$4.61M Buy
12,347
+1,130
+10% +$457K 1.17% 14
2026
Q1 		$4.15M Buy
11,217
+1,398
+14% +$585K 1.23% 14
2025
Q4 		$4.75M Buy
9,819
+643
+7% +$322K 1.45% 15
2025
Q3 		$4.75M Sell
9,176
-260
-3% -$133K 1.53% 12
2025
Q2 		$4.69M Sell
9,436
-334
-3% -$145K 1.71% 8
2025
Q1 		$3.67M Sell
9,770
-401
-4% -$163K 1.46% 14
2024
Q4 		$4.29M Buy
10,171
+614
+6% +$262K 1.74% 10
2024
Q3 		$4.11M Sell
9,557
-904
-9% -$386K 1.82% 10
2024
Q2 		$4.68M Sell
10,461
-224
-2% -$94.6K 2.18% 6
2024
Q1 		$4.5M Buy
10,685
+1,107
+12% +$448K 2.11% 6
2023
Q4 		$3.6M Buy
9,578
+1,144
+14% +$407K 1.89% 12
2023
Q3 		$2.66M Sell
8,434
-73
-0.9% -$24.1K 1.64% 14
2023
Q2 		$2.9M Buy
8,507
+194
+2% +$60.8K 1.74% 12
2023
Q1 		$2.4M Sell
8,313
-21
-0.3% -$5.36K 1.53% 15
2022
Q4 		$2M Buy
8,334
+184
+2% +$44.2K 1.37% 15
2022
Q3 		$1.9M Sell
8,150
-150
-2% -$39.6K 1.48% 13
2022
Q2 		$2.13M Sell
8,300
-465
-5% -$126K 1.54% 13
2022
Q1 		$2.7M Sell
8,765
-1,902
-18% -$572K 1.72% 12
2021
Q4 		$3.59M Buy
10,667
+5,145
+93% +$1.67M 2.21% 9
2021
Q3 		$1.84M Buy
+5,522
New +$1.61M 1.21% 19

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

Independent Wealth Network's MSFT Position: Q2 2026 in Review

Independent Wealth Network increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $457K and bringing the position to 12,347 shares worth $4.61M. The position accounts for 1.17% of the portfolio, ranked #14.

Independent Wealth Network first reported a position in MSFT in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.75M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Independent Wealth Network held 12,347 shares of Microsoft worth $4.61M as of Q2 2026.
  • Independent Wealth Network bought 1,130 Microsoft shares in Q2 2026, an estimated $457K.
  • Microsoft made up 1.17% of Independent Wealth Network's portfolio in Q2 2026, its #14 holding.
  • Independent Wealth Network first reported a position in Microsoft in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's Microsoft position peaked at $4.75M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.