MASECO Private Wealth’s Microsoft MSFT Stock Holding History

MASECO Private Wealth’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	$1.2M	Buy	3,231 +116	+4%	+$46.9K	0.03%	62
2026 Q1	$1.15M	Sell	3,115 -39	-1%	-$16.3K	0.04%	59
2025 Q4	$1.53M	Buy	+3,154	New	+$1.58M	0.07%	47
2025 Q3	–	Sell	-3,520	Closed	-$1.75M	–	420
2025 Q2	$1.75M	Buy	+3,520	New	+$1.53M	0.07%	50

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

MASECO Private Wealth's MSFT Position: Q2 2026 in Review

MASECO Private Wealth increased its Microsoft (MSFT) stake by 3.7% in Q2 2026, buying an estimated $46.9K and bringing the position to 3,231 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #62.

MASECO Private Wealth first reported a position in MSFT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.75M in Q2 2025. 6,226 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

MASECO Private Wealth held 3,231 shares of Microsoft worth $1.2M as of Q2 2026.
MASECO Private Wealth bought 116 Microsoft shares in Q2 2026, an estimated $46.9K.
Microsoft made up 0.03% of MASECO Private Wealth's portfolio in Q2 2026, its #62 holding.
MASECO Private Wealth first reported a position in Microsoft in Q2 2025 and has held it in 4 quarters since.
MASECO Private Wealth's Microsoft position peaked at $1.75M in Q2 2025.
6,226 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.