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Moran Wealth Management’s Microsoft MSFT Stock Holding History

Moran 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 		$36.2M Buy
97,043
+5,386
+6% +$2.18M 0.99% 11
2026
Q1 		$33.9M Sell
91,657
-5,342
-6% -$2.24M 1.04% 9
2025
Q4 		$46.9M Sell
96,999
-10,204
-10% -$5.11M 1.44% 5
2025
Q3 		$55.5M Sell
107,203
-1,612
-1% -$822K 1.67% 5
2025
Q2 		$54.1M Sell
108,815
-1,490
-1% -$647K 1.67% 4
2025
Q1 		$41.4M Buy
110,305
+3,789
+4% +$1.54M 1.39% 5
2024
Q4 		$44.9M Sell
106,516
-391
-0.4% -$167K 1.43% 8
2024
Q3 		$46M Sell
106,907
-2,897
-3% -$1.24M 1.42% 8
2024
Q2 		$49.1M Sell
109,804
-1,019
-0.9% -$430K 1.62% 5
2024
Q1 		$46.6M Sell
110,823
-1,337
-1% -$541K 1.51% 7
2023
Q4 		$42.2M Sell
112,160
-1,904
-2% -$678K 1.5% 6
2023
Q3 		$36M Buy
114,064
+20,050
+21% +$6.63M 1.39% 9
2023
Q2 		$32M Sell
94,014
-2,680
-3% -$840K 1.2% 11
2023
Q1 		$27.9M Buy
96,694
+3,397
+4% +$867K 1.05% 14
2022
Q4 		$22.4M Buy
+93,297
New +$22.4M 0.85% 25

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

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

Moran Wealth Management increased its Microsoft (MSFT) stake by 5.9% in Q2 2026, buying an estimated $2.18M and bringing the position to 97,043 shares worth $36.2M. The position accounts for 0.99% of the portfolio, ranked #11.

Moran Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $55.5M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Moran Wealth Management held 97,043 shares of Microsoft worth $36.2M as of Q2 2026.
  • Moran Wealth Management bought 5,386 Microsoft shares in Q2 2026, an estimated $2.18M.
  • Microsoft made up 0.99% of Moran Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Moran Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Microsoft position peaked at $55.5M in Q3 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.