Monument Group Wealth Advisors’s Microsoft MSFT Stock Holding History

Monument Group 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	$239K	Buy	1,550 +986	+175%	+$399K	0.11%	41
2026 Q1	$209K	Sell	564 -621	-52%	-$260K	0.12%	41
2025 Q4	$573K	Buy	1,185 +139	+13%	+$69.7K	0.31%	18
2025 Q3	$542K	Sell	1,046 -299	-22%	-$153K	0.32%	16
2025 Q2	$669K	Buy	1,345 +424	+46%	+$184K	0.42%	15
2025 Q1	$346K	Sell	921 -56	-6%	-$22.8K	0.24%	29
2024 Q4	$412K	Sell	977 -806	-45%	-$343K	0.29%	23
2024 Q3	$767K	Sell	1,783 -66	-4%	-$28.2K	0.46%	15
2024 Q2	$826K	Hold	1,849	–	–	0.56%	14
2024 Q1	$778K	Sell	1,849 -216	-10%	-$87.4K	0.58%	15
2023 Q4	$777K	Buy	+2,065	New	+$735K	0.66%	13

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

Monument Group Wealth Advisors's MSFT Position: Q2 2026 in Review

Monument Group Wealth Advisors increased its Microsoft (MSFT) stake by 175% in Q2 2026, buying an estimated $399K and bringing the position to 1,550 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #41.

Monument Group Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $826K in Q2 2024. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Monument Group Wealth Advisors held 1,550 shares of Microsoft worth $239K as of Q2 2026.
Monument Group Wealth Advisors bought 986 Microsoft shares in Q2 2026, an estimated $399K.
Microsoft made up 0.11% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Monument Group Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Monument Group Wealth Advisors's Microsoft position peaked at $826K in Q2 2024.
6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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