Kassira Wealth Management’s Microsoft MSFT Stock Holding History

Kassira 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	$1.61M	Buy	4,328 +1,132	+35%	+$458K	1.29%	22
2026 Q1	$1.18M	Buy	3,196 +390	+14%	+$163K	1.09%	30
2025 Q4	$1.36M	Buy	2,806 +360	+15%	+$180K	1.29%	25
2025 Q3	$1.27M	Buy	+2,446	New	+$1.25M	1.22%	28

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Kassira Wealth Management increased its Microsoft (MSFT) stake by 35% in Q2 2026, buying an estimated $458K and bringing the position to 4,328 shares worth $1.61M. The position accounts for 1.29% of the portfolio, ranked #22.

Kassira Wealth Management first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. 6,207 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Kassira Wealth Management held 4,328 shares of Microsoft worth $1.61M as of Q2 2026.
Kassira Wealth Management bought 1,132 Microsoft shares in Q2 2026, an estimated $458K.
Microsoft made up 1.29% of Kassira Wealth Management's portfolio in Q2 2026, its #22 holding.
Kassira Wealth Management first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
6,207 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.