Keeler & Nadler Financial Planning & Wealth Management’s Microsoft MSFT Stock Holding History

Keeler & Nadler Financial Planning & 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	$916K	Buy	2,454 +120	+5%	+$48.6K	0.26%	44
2026 Q1	$864K	Buy	2,334 +47	+2%	+$19.7K	0.29%	43
2025 Q4	$1.11M	Hold	2,287	–	–	0.38%	35
2025 Q3	$1.18M	Sell	2,287 -198	-8%	-$101K	0.43%	35
2025 Q2	$1.24M	Buy	2,485 +219	+10%	+$95.1K	0.49%	34
2025 Q1	$859K	Sell	2,266 -68	-3%	-$27.7K	0.39%	36
2024 Q4	$984K	Sell	2,334 -84	-3%	-$35.8K	0.46%	33
2024 Q3	$1.04M	Buy	2,418 +8	+0.3%	+$3.42K	0.51%	30
2024 Q2	$1.08M	Sell	2,410 -49	-2%	-$20.7K	0.59%	30
2024 Q1	$1.03M	Buy	2,459 +476	+24%	+$193K	0.62%	32
2023 Q4	$746K	Buy	+1,983	New	+$706K	0.54%	30
2022 Q4	$508K	Buy	+2,118	New	+$508K	0.46%	34
2021 Q4	$693K	Buy	+2,062	New	+$669K	0.64%	29

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

Keeler & Nadler Financial Planning & Wealth Management's MSFT Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Microsoft (MSFT) stake by 5.1% in Q2 2026, buying an estimated $48.6K and bringing the position to 2,454 shares worth $916K. The position accounts for 0.26% of the portfolio, ranked #44.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.24M in Q2 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 2,454 shares of Microsoft worth $916K as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management bought 120 Microsoft shares in Q2 2026, an estimated $48.6K.
Microsoft made up 0.26% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #44 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 13 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Microsoft position peaked at $1.24M in Q2 2025.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.