McCarter Private Wealth Services’s Microsoft MSFT Stock Holding History

McCarter Private Wealth Services’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	$8.84M	Buy	23,694 +1,418	+6%	+$574K	3.05%	2
2026 Q1	$8.25M	Sell	22,276 -54	-0.2%	-$22.6K	3.59%	2
2025 Q4	$10.8M	Buy	22,330 +591	+3%	+$296K	4.85%	2
2025 Q3	$11.3M	Sell	21,739 -334	-2%	-$170K	5.77%	2
2025 Q2	$11M	Sell	22,073 -180	-0.8%	-$78.2K	6.28%	2
2025 Q1	$8.35M	Sell	22,253 -243	-1%	-$99.1K	5.47%	2
2024 Q4	$9.48M	Buy	22,496 +919	+4%	+$391K	6.02%	2
2024 Q3	$9.28M	Buy	+21,577	New	+$9.22M	5.87%	2

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

McCarter Private Wealth Services's MSFT Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Microsoft (MSFT) stake by 6.4% in Q2 2026, buying an estimated $574K and bringing the position to 23,694 shares worth $8.84M. The position accounts for 3.05% of the portfolio, ranked #2.

McCarter Private Wealth Services first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.3M in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

McCarter Private Wealth Services held 23,694 shares of Microsoft worth $8.84M as of Q2 2026.
McCarter Private Wealth Services bought 1,418 Microsoft shares in Q2 2026, an estimated $574K.
Microsoft made up 3.05% of McCarter Private Wealth Services's portfolio in Q2 2026, its #2 holding.
McCarter Private Wealth Services first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Microsoft position peaked at $11.3M in Q3 2025.
6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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