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Juncture Wealth Strategies’s Microsoft MSFT Stock Holding History

Juncture 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 		$1.83M Buy
4,904
+2,687
+121% +$1.09M 0.48% 45
2026
Q1 		$821K Buy
2,217
+103
+5% +$43.1K 0.27% 59
2025
Q4 		$1.02M Sell
2,114
-153
-7% -$76.7K 0.34% 49
2025
Q3 		$1.17M Sell
2,267
-60
-3% -$30.6K 0.39% 46
2025
Q2 		$1.16M Sell
2,327
-78
-3% -$33.9K 0.41% 45
2025
Q1 		$903K Sell
2,405
-136
-5% -$55.4K 0.35% 50
2024
Q4 		$1.07M Sell
2,541
-163
-6% -$69.4K 0.4% 40
2024
Q3 		$1.16M Buy
2,704
+364
+16% +$156K 0.45% 37
2024
Q2 		$1.05M Sell
2,340
-296
-11% -$125K 0.44% 41
2024
Q1 		$1.11M Buy
2,636
+17
+0.6% +$6.88K 0.48% 39
2023
Q4 		$985K Sell
2,619
-94
-3% -$33.5K 0.45% 44
2023
Q3 		$857K Buy
2,713
+60
+2% +$19.8K 0.42% 51
2023
Q2 		$903K Buy
2,653
+37
+1% +$11.6K 0.42% 43
2023
Q1 		$754K Buy
2,616
+54
+2% +$13.8K 0.37% 49
2022
Q4 		$614K Buy
2,562
+662
+35% +$159K 0.29% 58
2022
Q3 		$443K Buy
1,900
+613
+48% +$162K 0.22% 74
2022
Q2 		$331K Buy
1,287
+406
+46% +$110K 0.16% 90
2022
Q1 		$272K Sell
881
-776
-47% -$233K 0.13% 103
2021
Q4 		$557K Buy
1,657
+553
+50% +$179K 0.27% 75
2021
Q3 		$311K Sell
1,104
-1,420
-56% -$413K 0.16% 95
2021
Q2 		$723K Buy
+2,524
New +$642K 0.42% 55

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

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

Juncture Wealth Strategies increased its Microsoft (MSFT) stake by 121% in Q2 2026, buying an estimated $1.09M and bringing the position to 4,904 shares worth $1.83M. The position accounts for 0.48% of the portfolio, ranked #45.

Juncture Wealth Strategies first reported a position in MSFT in Q2 2021 and has held it in 21 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Juncture Wealth Strategies held 4,904 shares of Microsoft worth $1.83M as of Q2 2026.
  • Juncture Wealth Strategies bought 2,687 Microsoft shares in Q2 2026, an estimated $1.09M.
  • Microsoft made up 0.48% of Juncture Wealth Strategies's portfolio in Q2 2026, its #45 holding.
  • Juncture Wealth Strategies first reported a position in Microsoft in Q2 2021 and has held it in 21 quarters since.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.