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Next Level Wealth Planning’s Microsoft MSFT Stock Holding History

Next Level Wealth Planning’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 		$606K Buy
1,625
+63
+4% +$25.5K 0.27% 31
2026
Q1 		$578K Buy
1,562
+152
+11% +$63.6K 0.3% 28
2025
Q4 		$682K Sell
1,410
-10
-0.7% -$5.01K 0.36% 21
2025
Q3 		$735K Buy
1,420
+57
+4% +$29.1K 0.42% 19
2025
Q2 		$678K Sell
1,363
-4
-0.3% -$1.74K 0.43% 17
2025
Q1 		$513K Buy
1,367
+40
+3% +$16.3K 0.39% 23
2024
Q4 		$559K Buy
+1,327
New +$565K 0.44% 17

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

Next Level Wealth Planning's MSFT Position: Q2 2026 in Review

Next Level Wealth Planning increased its Microsoft (MSFT) stake by 4% in Q2 2026, buying an estimated $25.5K and bringing the position to 1,625 shares worth $606K. The position accounts for 0.27% of the portfolio, ranked #31.

Next Level Wealth Planning first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $735K in Q3 2025. 6,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Next Level Wealth Planning held 1,625 shares of Microsoft worth $606K as of Q2 2026.
  • Next Level Wealth Planning bought 63 Microsoft shares in Q2 2026, an estimated $25.5K.
  • Microsoft made up 0.27% of Next Level Wealth Planning's portfolio in Q2 2026, its #31 holding.
  • Next Level Wealth Planning first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Next Level Wealth Planning's Microsoft position peaked at $735K in Q3 2025.
  • 6,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.