Modern Wealth Management’s Microsoft MSFT Stock Holding History

Modern 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	$634K	Hold	1,700	–	–	0.01%	642
2026 Q1	$628K	Buy	+1,700	New	+$711K	0.01%	525

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

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

Modern Wealth Management increased its Microsoft (MSFT) stake by 34% in Q2 2026, buying an estimated $30.9M and bringing the position to 302,807 shares worth $113M. The position accounts for 1.35% of the portfolio, ranked #14.

Modern Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Modern Wealth Management held 302,807 shares of Microsoft worth $113M as of Q2 2026.
Modern Wealth Management bought 76,288 Microsoft shares in Q2 2026, an estimated $30.9M.
Microsoft made up 1.35% of Modern Wealth Management's portfolio in Q2 2026, its #14 holding.
Modern Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.