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MFG Wealth Management’s Microsoft MSFT Stock Holding History

MFG Wealth Management’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 		$3.21M Buy
8,600
+5,594
+186% +$2.26M 2.29% 11
2026
Q1 		$1.11M Sell
3,006
-2,137
-42% -$894K 0.92% 56
2025
Q4 		$2.49M Hold
5,143
– – 1.94% 19
2025
Q3 		$2.66M Sell
5,143
-190
-4% -$96.9K 2.01% 19
2025
Q2 		$2.65M Sell
5,333
-62
-1% -$26.9K 2.23% 22
2025
Q1 		$2.03M Buy
5,395
+32
+0.6% +$13K 1.93% 23
2024
Q4 		$2.26M Buy
+5,363
New +$2.28M 2.07% 21

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

MFG Wealth Management's MSFT Position: Q2 2026 in Review

MFG Wealth Management increased its Microsoft (MSFT) stake by 186% in Q2 2026, buying an estimated $2.26M and bringing the position to 8,600 shares worth $3.21M. The position accounts for 2.29% of the portfolio, ranked #11.

MFG Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • MFG Wealth Management held 8,600 shares of Microsoft worth $3.21M as of Q2 2026.
  • MFG Wealth Management bought 5,594 Microsoft shares in Q2 2026, an estimated $2.26M.
  • Microsoft made up 2.29% of MFG Wealth Management's portfolio in Q2 2026, its #11 holding.
  • MFG Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.