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Kaizen Financial Strategies’s Microsoft MSFT Stock Holding History

Kaizen 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 		$2.58M Sell
6,701
-297
-4% -$120K 0.84% 26
2026
Q1 		$2.94M Sell
6,998
-524
-7% -$219K 1.24% 16
2025
Q4 		$3.64M Buy
7,522
+177
+2% +$88.7K 1.6% 14
2025
Q3 		$3.65M Sell
7,345
-491
-6% -$250K 1.65% 13
2025
Q2 		$3.9M Buy
7,836
+162
+2% +$70.4K 1.98% 12
2025
Q1 		$2.88M Buy
7,674
+191
+3% +$77.9K 1.66% 15
2024
Q4 		$3.15M Buy
7,483
+88
+1% +$37.5K 1.79% 15
2024
Q3 		$3.18M Buy
7,395
+156
+2% +$66.7K 1.85% 12
2024
Q2 		$3.06M Sell
7,239
-307
-4% -$130K 1.91% 12
2024
Q1 		$3.17M Sell
7,546
-261
-3% -$106K 2.15% 12
2023
Q4 		$2.94M Buy
7,807
+31
+0.4% +$11K 2.22% 13
2023
Q3 		$2.46M Sell
7,776
-298
-4% -$98.5K 2.07% 15
2023
Q2 		$2.72M Buy
8,074
+56
+0.7% +$17.6K 2.33% 11
2023
Q1 		$2.31M Sell
8,018
-390
-5% -$99.5K 2.28% 12
2022
Q4 		$2.01M Sell
8,408
-636
-7% -$153K 1.99% 11
2022
Q3 		$2.11M Buy
9,044
+363
+4% +$95.8K 2.13% 12
2022
Q2 		$2.23M Buy
8,681
+98
+1% +$26.6K 2.2% 10
2022
Q1 		$2.65M Buy
8,583
+907
+12% +$273K 2.07% 10
2021
Q4 		$2.58M Sell
7,676
-4,617
-38% -$1.5M 1.93% 13
2021
Q3 		$3.47M Buy
+12,293
New +$3.58M 2.79% 5
2021
Q1 		$2.4M Buy
10,179
+774
+8% +$180K 2.29% 6
2020
Q4 		$2.09M Buy
+9,405
New +$2.02M 2.32% 8

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

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

Kaizen Financial Strategies reduced its Microsoft (MSFT) stake by 4.2% in Q2 2026, selling an estimated $120K and leaving 6,701 shares worth $2.58M. The position accounts for 0.84% of the portfolio, ranked #26.

Kaizen Financial Strategies first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.9M in Q2 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kaizen Financial Strategies held 6,701 shares of Microsoft worth $2.58M as of Q2 2026.
  • Kaizen Financial Strategies sold 297 Microsoft shares in Q2 2026, an estimated $120K.
  • Microsoft made up 0.84% of Kaizen Financial Strategies's portfolio in Q2 2026, its #26 holding.
  • Kaizen Financial Strategies first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's Microsoft position peaked at $3.9M in Q2 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.