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Ipsen Advisor Group’s Microsoft MSFT Stock Holding History

Ipsen Advisor Group’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 		$1.05M Buy
2,810
+56
+2% +$22.7K 0.67% 41
2026
Q1 		$1.02M Buy
2,754
+54
+2% +$22.6K 0.71% 42
2025
Q4 		$1.31M Sell
2,700
-64
-2% -$32.1K 0.93% 28
2025
Q3 		$1.43M Sell
2,764
-419
-13% -$214K 1.03% 26
2025
Q2 		$1.58M Buy
3,183
+123
+4% +$53.4K 1.21% 21
2025
Q1 		$1.15M Sell
3,060
-23
-0.7% -$9.38K 0.99% 25
2024
Q4 		$1.3M Buy
+3,083
New +$1.31M 1.11% 24
2022
Q4 		$713K Buy
+2,975
New +$714K 0.82% 27

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

Ipsen Advisor Group's MSFT Position: Q2 2026 in Review

Ipsen Advisor Group increased its Microsoft (MSFT) stake by 2% in Q2 2026, buying an estimated $22.7K and bringing the position to 2,810 shares worth $1.05M. The position accounts for 0.67% of the portfolio, ranked #41.

Ipsen Advisor Group first reported a position in MSFT in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.58M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ipsen Advisor Group held 2,810 shares of Microsoft worth $1.05M as of Q2 2026.
  • Ipsen Advisor Group bought 56 Microsoft shares in Q2 2026, an estimated $22.7K.
  • Microsoft made up 0.67% of Ipsen Advisor Group's portfolio in Q2 2026, its #41 holding.
  • Ipsen Advisor Group first reported a position in Microsoft in Q4 2022 and has held it in 8 quarters since.
  • Ipsen Advisor Group's Microsoft position peaked at $1.58M in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.