MA Private Wealth’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $719K | Buy |
1,927
+225
| +13% | +$91K | 0.11% | 57 |
|
|
2026
Q1 | $630K | Buy |
1,702
+132
| +8% | +$55.2K | 0.11% | 62 |
|
|
2025
Q4 | $759K | Sell |
1,570
-580
| -27% | -$291K | 0.13% | 58 |
|
|
2025
Q3 | $1.11M | Buy |
2,150
+51
| +2% | +$26K | 0.19% | 45 |
|
|
2025
Q2 | $1.04M | Sell |
2,099
-97
| -4% | -$42.1K | 0.19% | 47 |
|
|
2025
Q1 | $824K | Buy |
2,196
+50
| +2% | +$20.4K | 0.16% | 50 |
|
|
2024
Q4 | $905K | Sell |
2,146
-1,904
| -47% | -$811K | 0.17% | 45 |
|
|
2024
Q3 | $1.74M | Sell |
4,050
-38
| -0.9% | -$16.2K | 0.33% | 33 |
|
|
2024
Q2 | $1.83M | Hold |
4,088
| – | – | 0.36% | 31 |
|
|
2024
Q1 | $1.72M | Hold |
4,088
| – | – | 0.35% | 33 |
|
|
2023
Q4 | $1.54M | Hold |
4,088
| – | – | 0.33% | 34 |
|
|
2023
Q3 | $1.29M | Sell |
4,088
-1
| -0% | -$330 | 0.31% | 36 |
|
|
2023
Q2 | $1.39M | Buy |
4,089
+245
| +6% | +$76.8K | 0.32% | 36 |
|
|
2023
Q1 | $1.11M | Sell |
3,844
-4,390
| -53% | -$1.12M | 0.27% | 39 |
|
|
2022
Q4 | $1.97M | Sell |
8,234
-1,051
| -11% | -$252K | 0.48% | 36 |
|
|
2022
Q3 | $2.3M | Sell |
9,285
-18
| -0.2% | -$4.75K | 0.57% | 33 |
|
|
2022
Q2 | $2.35M | Sell |
9,303
-738
| -7% | -$200K | 0.57% | 33 |
|
|
2022
Q1 | $3.1M | Sell |
10,041
-32
| -0.3% | -$9.63K | 0.56% | 30 |
|
|
2021
Q4 | $3.39M | Sell |
10,073
-326
| -3% | -$106K | 0.61% | 29 |
|
|
2021
Q3 | $2.93M | Buy |
10,399
+15
| +0.1% | +$4.36K | 0.58% | 32 |
|
|
2021
Q2 | $2.81M | Sell |
10,384
-2,303
| -18% | -$585K | 0.56% | 33 |
|
|
2021
Q1 | $2.99M | Buy |
12,687
+4,936
| +64% | +$1.15M | 0.62% | 32 |
|
|
2020
Q4 | $1.72M | Sell |
7,751
-4,250
| -35% | -$914K | 0.39% | 37 |
|
|
2020
Q3 | $2.52M | Buy |
12,001
+18
| +0.2% | +$3.78K | 0.6% | 30 |
|
|
2020
Q2 | $2.44M | Buy |
11,983
+4,054
| +51% | +$736K | 0.61% | 30 |
|
|
2020
Q1 | $1.25M | Buy |
+7,929
| New | +$1.3M | 0.37% | 32 |
|
|
2019
Q4 | – | Sell |
-6,126
| Closed | -$852K | – | 88 |
|
|
2019
Q3 | $852K | Sell |
6,126
-239
| -4% | -$32.9K | 0.24% | 43 |
|
|
2019
Q2 | $853K | Buy |
6,365
+13
| +0.2% | +$1.65K | 0.25% | 44 |
|
|
2019
Q1 | $749K | Buy |
6,352
+16
| +0.3% | +$1.75K | 0.24% | 49 |
|
|
2018
Q4 | $644K | Buy |
+6,336
| New | +$679K | 0.24% | 54 |
|
Other funds holding MSFT
MA Private Wealth's MSFT Position: Q2 2026 in Review
MA Private Wealth increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $91K and bringing the position to 1,927 shares worth $719K. The position accounts for 0.11% of the portfolio, ranked #57.
MA Private Wealth first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.39M in Q4 2021. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- MA Private Wealth held 1,927 shares of Microsoft worth $719K as of Q2 2026.
- MA Private Wealth bought 225 Microsoft shares in Q2 2026, an estimated $91K.
- Microsoft made up 0.11% of MA Private Wealth's portfolio in Q2 2026, its #57 holding.
- MA Private Wealth first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
- MA Private Wealth's Microsoft position peaked at $3.39M in Q4 2021.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.