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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
2022
Q1 		– Sell
-500
Closed -$155K – 223
2021
Q4 		$155K Buy
500
+100
+25% +$32.4K 0.1% 204
2021
Q3 		$64K Buy
+400
New +$116K 0.04% 195

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.