Merkkuri Wealth Advisors’s Microsoft MSFT Stock Holding History

Merkkuri Wealth Advisors’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	$602K	Buy	1,614 +131	+9%	+$53K	0.37%	51
2026 Q1	$549K	Buy	1,483 +70	+5%	+$29.3K	0.36%	53
2025 Q4	$683K	Buy	1,413 +77	+6%	+$38.6K	0.47%	49
2025 Q3	$692K	Buy	1,336 +57	+4%	+$29.1K	0.5%	46
2025 Q2	$636K	Sell	1,279 -148	-10%	-$64.3K	0.48%	46
2025 Q1	$536K	Sell	1,427 -760	-35%	-$310K	0.46%	52
2024 Q4	$922K	Sell	2,187 -46	-2%	-$19.6K	0.73%	37
2024 Q3	$961K	Buy	2,233 +270	+14%	+$115K	0.76%	37
2024 Q2	$878K	Buy	+1,963	New	+$829K	0.81%	36

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

Merkkuri Wealth Advisors's MSFT Position: Q2 2026 in Review

Merkkuri Wealth Advisors increased its Microsoft (MSFT) stake by 8.8% in Q2 2026, buying an estimated $53K and bringing the position to 1,614 shares worth $602K. The position accounts for 0.37% of the portfolio, ranked #51.

Merkkuri Wealth Advisors first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $961K in Q3 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Merkkuri Wealth Advisors held 1,614 shares of Microsoft worth $602K as of Q2 2026.
Merkkuri Wealth Advisors bought 131 Microsoft shares in Q2 2026, an estimated $53K.
Microsoft made up 0.37% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Merkkuri Wealth Advisors first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's Microsoft position peaked at $961K in Q3 2024.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.