JDH Wealth Management’s Microsoft MSFT Stock Holding History

JDH Wealth Management’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	$622K	Sell	1,668 -260	-13%	-$105K	0.38%	34
2026 Q1	$714K	Buy	1,928 +502	+35%	+$210K	0.48%	28
2025 Q4	$690K	Sell	1,426 -7	-0.5%	-$3.51K	0.47%	29
2025 Q3	$742K	Buy	1,433 +60	+4%	+$30.6K	0.53%	28
2025 Q2	$683K	Sell	1,373 -254	-16%	-$110K	0.52%	28
2025 Q1	$611K	Buy	1,627 +178	+12%	+$72.6K	0.52%	27
2024 Q4	$611K	Buy	+1,449	New	+$617K	0.54%	24

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

JDH Wealth Management's MSFT Position: Q2 2026 in Review

JDH Wealth Management reduced its Microsoft (MSFT) stake by 13% in Q2 2026, selling an estimated $105K and leaving 1,668 shares worth $622K. The position accounts for 0.38% of the portfolio, ranked #34.

JDH Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $742K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

JDH Wealth Management held 1,668 shares of Microsoft worth $622K as of Q2 2026.
JDH Wealth Management sold 260 Microsoft shares in Q2 2026, an estimated $105K.
Microsoft made up 0.38% of JDH Wealth Management's portfolio in Q2 2026, its #34 holding.
JDH Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
JDH Wealth Management's Microsoft position peaked at $742K in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.