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Intelligent Financial Strategies’s Microsoft MSFT Stock Holding History

Intelligent Financial 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 		$1.4M Sell
3,751
-32
-0.8% -$12.9K 0.67% 20
2026
Q1 		$1.4M Hold
3,783
– – 0.73% 18
2025
Q4 		$1.83M Sell
3,783
-29
-0.8% -$14.5K 0.88% 18
2025
Q3 		$1.97M Sell
3,812
-1,085
-22% -$553K 0.96% 17
2025
Q2 		$2.44M Hold
4,897
– – 1.29% 12
2025
Q1 		$1.84M Sell
4,897
-808
-14% -$329K 0.96% 16
2024
Q4 		$2.4M Sell
5,705
-22
-0.4% -$9.37K 1.33% 13
2024
Q3 		$2.46M Hold
5,727
– – 1.36% 11
2024
Q2 		$2.56M Hold
5,727
– – 1.58% 9
2024
Q1 		$2.41M Hold
5,727
– – 1.49% 11
2023
Q4 		$2.15M Sell
5,727
-210
-4% -$74.7K 1.51% 13
2023
Q3 		$1.87M Buy
5,937
+1
+0% +$330 1.39% 12
2023
Q2 		$2.02M Buy
5,936
+1
+0% +$313 1.47% 12
2023
Q1 		$1.71M Sell
5,935
-152
-2% -$38.8K 1.34% 13
2022
Q4 		$1.46M Buy
6,087
+579
+11% +$139K 1.23% 15
2022
Q3 		$1.28M Buy
5,508
+2
+0% +$528 1.35% 17
2022
Q2 		$1.41M Sell
5,506
-737
-12% -$200K 1.44% 17
2022
Q1 		$1.93M Sell
6,243
-1,533
-20% -$461K 1.88% 12
2021
Q4 		$2.62M Buy
+7,776
New +$2.52M 2.35% 10

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

Intelligent Financial Strategies's MSFT Position: Q2 2026 in Review

Intelligent Financial Strategies reduced its Microsoft (MSFT) stake by 0.85% in Q2 2026, selling an estimated $12.9K and leaving 3,751 shares worth $1.4M. The position accounts for 0.67% of the portfolio, ranked #20.

Intelligent Financial Strategies first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.62M in Q4 2021. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Intelligent Financial Strategies held 3,751 shares of Microsoft worth $1.4M as of Q2 2026.
  • Intelligent Financial Strategies sold 32 Microsoft shares in Q2 2026, an estimated $12.9K.
  • Microsoft made up 0.67% of Intelligent Financial Strategies's portfolio in Q2 2026, its #20 holding.
  • Intelligent Financial Strategies first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Intelligent Financial Strategies's Microsoft position peaked at $2.62M in Q4 2021.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.