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Intentional Wealth Strategies’s Microsoft MSFT Stock Holding History

Intentional Wealth 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 		$473K Buy
1,269
+57
+5% +$23.1K 0.44% 35
2026
Q1 		$449K Buy
+1,212
New +$507K 0.42% 32

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Intentional Wealth Strategies's MSFT Position: Q2 2026 in Review

Intentional Wealth Strategies increased its Microsoft (MSFT) stake by 4.7% in Q2 2026, buying an estimated $23.1K and bringing the position to 1,269 shares worth $473K. The position accounts for 0.44% of the portfolio, ranked #35.

Intentional Wealth Strategies first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 5,957 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Intentional Wealth Strategies held 1,269 shares of Microsoft worth $473K as of Q2 2026.
  • Intentional Wealth Strategies bought 57 Microsoft shares in Q2 2026, an estimated $23.1K.
  • Microsoft made up 0.44% of Intentional Wealth Strategies's portfolio in Q2 2026, its #35 holding.
  • Intentional Wealth Strategies first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
  • 5,957 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.