Nicholson Wealth Management Group’s Microsoft MSFT Stock Holding History

Nicholson Wealth Management Group’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	$2.87M	Buy	7,695 +4	+0.1%	+$1.62K	1.69%	8
2026 Q1	$2.85M	Buy	7,691 +234	+3%	+$97.9K	1.66%	6
2025 Q4	$3.61M	Sell	7,457 -3	-0%	-$1.5K	2.12%	4
2025 Q3	$3.86M	Sell	7,460 -28	-0.4%	-$14.3K	2.26%	3
2025 Q2	$3.72M	Buy	7,488 +840	+13%	+$365K	2.29%	3
2025 Q1	$2.5M	Buy	6,648 +320	+5%	+$130K	1.64%	5
2024 Q4	$2.67M	Buy	6,328 +1,810	+40%	+$771K	1.78%	5
2024 Q3	$1.94M	Buy	+4,518	New	+$1.93M	1.6%	11

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

Nicholson Wealth Management Group's MSFT Position: Q2 2026 in Review

Nicholson Wealth Management Group increased its Microsoft (MSFT) stake by 0.05% in Q2 2026, buying an estimated $1.62K and bringing the position to 7,695 shares worth $2.87M. The position accounts for 1.69% of the portfolio, ranked #8.

Nicholson Wealth Management Group first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.86M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Nicholson Wealth Management Group held 7,695 shares of Microsoft worth $2.87M as of Q2 2026.
Nicholson Wealth Management Group bought 4 Microsoft shares in Q2 2026, an estimated $1.62K.
Microsoft made up 1.69% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #8 holding.
Nicholson Wealth Management Group first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's Microsoft position peaked at $3.86M in Q3 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.