Integrated Wealth Concepts’s Microsoft MSFT Stock Holding History

Integrated Wealth Concepts’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	$196	Buy	+14	New	+$5.66K	﹤0.01%	5751

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

Integrated Wealth Concepts's MSFT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Microsoft (MSFT) stake by 40% in Q2 2026, buying an estimated $58.2M and bringing the position to 504,593 shares worth $188M. The position accounts for 0.92% of the portfolio, ranked #17.

Integrated Wealth Concepts first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Integrated Wealth Concepts held 504,593 shares of Microsoft worth $188M as of Q2 2026.
Integrated Wealth Concepts bought 143,797 Microsoft shares in Q2 2026, an estimated $58.2M.
Microsoft made up 0.92% of Integrated Wealth Concepts's portfolio in Q2 2026, its #17 holding.
Integrated Wealth Concepts first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.