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KFA Private Wealth Group’s Microsoft MSFT Stock Holding History

KFA Private Wealth Group’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 		$2.45M Buy
6,572
+714
+12% +$289K 0.59% 30
2026
Q1 		$2.17M Sell
5,858
-1,641
-22% -$687K 0.52% 31
2025
Q4 		$3.63M Buy
7,499
+1,856
+33% +$930K 0.88% 22
2025
Q3 		$2.92M Sell
5,643
-421
-7% -$215K 0.83% 24
2025
Q2 		$3.02M Buy
6,064
+776
+15% +$337K 0.93% 22
2025
Q1 		$1.98M Buy
5,288
+568
+12% +$232K 0.69% 26
2024
Q4 		$1.99M Buy
4,720
+468
+11% +$199K 0.83% 25
2024
Q3 		$1.83M Sell
4,252
-34
-0.8% -$14.5K 0.87% 25
2024
Q2 		$1.92M Sell
4,286
-3,672
-46% -$1.55M 0.99% 24
2024
Q1 		$3.35M Buy
7,958
+366
+5% +$148K 1.04% 17
2023
Q4 		$2.85M Buy
7,592
+550
+8% +$196K 1.02% 17
2023
Q3 		$2.22M Buy
7,042
+284
+4% +$93.8K 0.92% 18
2023
Q2 		$2.3M Buy
6,758
+372
+6% +$117K 0.95% 18
2023
Q1 		$1.84M Sell
6,386
-351
-5% -$89.5K 0.84% 19
2022
Q4 		$1.62M Sell
6,737
-47
-0.7% -$11.3K 0.82% 20
2022
Q3 		$1.58M Buy
6,784
+14
+0.2% +$3.7K 0.84% 21
2022
Q2 		$1.74M Buy
6,770
+14
+0.2% +$3.8K 0.96% 19
2022
Q1 		$2.08M Buy
6,756
+674
+11% +$203K 1.04% 19
2021
Q4 		$2.04M Buy
6,082
+44
+0.7% +$14.3K 1.02% 18
2021
Q3 		$1.7M Sell
6,038
-268
-4% -$78K 0.93% 20
2021
Q2 		$1.71M Sell
6,306
-282
-4% -$71.7K 0.93% 20
2021
Q1 		$1.55M Buy
6,588
+759
+13% +$176K 0.91% 20
2020
Q4 		$1.3M Buy
5,829
+108
+2% +$23.2K 0.82% 23
2020
Q3 		$1.2M Buy
5,721
+840
+17% +$176K 0.9% 20
2020
Q2 		$993K Sell
4,881
-631
-11% -$115K 0.95% 19
2020
Q1 		$869K Buy
5,512
+278
+5% +$45.7K 1.03% 15
2019
Q4 		$825K Buy
+5,234
New +$769K 0.76% 17

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

KFA Private Wealth Group's MSFT Position: Q2 2026 in Review

KFA Private Wealth Group increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $289K and bringing the position to 6,572 shares worth $2.45M. The position accounts for 0.59% of the portfolio, ranked #30.

KFA Private Wealth Group first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.63M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • KFA Private Wealth Group held 6,572 shares of Microsoft worth $2.45M as of Q2 2026.
  • KFA Private Wealth Group bought 714 Microsoft shares in Q2 2026, an estimated $289K.
  • Microsoft made up 0.59% of KFA Private Wealth Group's portfolio in Q2 2026, its #30 holding.
  • KFA Private Wealth Group first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • KFA Private Wealth Group's Microsoft position peaked at $3.63M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.