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Kelsey Financial’s Microsoft MSFT Stock Holding History

Kelsey Financial’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 		$786K Sell
2,106
-28
-1% -$11.3K 0.6% 25
2026
Q1 		$790K Buy
2,134
+6
+0.3% +$2.51K 0.69% 23
2025
Q4 		$1.03M Buy
+2,128
New +$1.07M 0.88% 18

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

Kelsey Financial's MSFT Position: Q2 2026 in Review

Kelsey Financial reduced its Microsoft (MSFT) stake by 1.3% in Q2 2026, selling an estimated $11.3K and leaving 2,106 shares worth $786K. The position accounts for 0.6% of the portfolio, ranked #25.

Kelsey Financial first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Kelsey Financial held 2,106 shares of Microsoft worth $786K as of Q2 2026.
  • Kelsey Financial sold 28 Microsoft shares in Q2 2026, an estimated $11.3K.
  • Microsoft made up 0.6% of Kelsey Financial's portfolio in Q2 2026, its #25 holding.
  • Kelsey Financial first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Kelsey Financial's Microsoft position peaked at $1.03M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Kelsey Financial's 13F filing for Q2 2026, filed 10 Aug 2026.