Mindset Wealth Management’s Microsoft MSFT Stock Holding History

Mindset 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	$2.34M	Buy	6,262 +1,153	+23%	+$467K	0.45%	21
2026 Q1	$1.89M	Buy	5,109 +194	+4%	+$81.2K	0.51%	20
2025 Q4	$2.38M	Sell	4,915 -56	-1%	-$28.1K	0.62%	11
2025 Q3	$2.57M	Buy	4,971 +250	+5%	+$128K	0.7%	10
2025 Q2	$2.35M	Sell	4,721 -135	-3%	-$58.6K	0.77%	10
2025 Q1	$1.82M	Buy	4,856 +681	+16%	+$278K	0.71%	12
2024 Q4	$1.76M	Buy	4,175 +41	+1%	+$17.5K	0.64%	11
2024 Q3	$1.78M	Buy	+4,134	New	+$1.77M	0.74%	9

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

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

Mindset Wealth Management increased its Microsoft (MSFT) stake by 23% in Q2 2026, buying an estimated $467K and bringing the position to 6,262 shares worth $2.34M. The position accounts for 0.45% of the portfolio, ranked #21.

Mindset Wealth Management first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.57M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Mindset Wealth Management held 6,262 shares of Microsoft worth $2.34M as of Q2 2026.
Mindset Wealth Management bought 1,153 Microsoft shares in Q2 2026, an estimated $467K.
Microsoft made up 0.45% of Mindset Wealth Management's portfolio in Q2 2026, its #21 holding.
Mindset Wealth Management first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
Mindset Wealth Management's Microsoft position peaked at $2.57M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.