North Berkeley Wealth Management’s Microsoft MSFT Stock Holding History

North Berkeley 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	$1M	Buy	2,692 +346	+15%	+$140K	0.41%	36
2026 Q1	$868K	Sell	2,346 -116	-5%	-$48.5K	0.46%	34
2025 Q4	$1.19M	Sell	2,462 -116	-4%	-$58.1K	0.7%	29
2025 Q3	$1.34M	Sell	2,578 -11	-0.4%	-$5.61K	1.05%	20
2025 Q2	$1.29M	Sell	2,589 -381	-13%	-$165K	1.18%	19
2025 Q1	$1.11M	Buy	2,970 +76	+3%	+$31K	1.16%	16
2024 Q4	$1.22M	Buy	+2,894	New	+$1.23M	1.24%	15

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

North Berkeley Wealth Management's MSFT Position: Q2 2026 in Review

North Berkeley Wealth Management increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $140K and bringing the position to 2,692 shares worth $1M. The position accounts for 0.41% of the portfolio, ranked #36.

North Berkeley Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

North Berkeley Wealth Management held 2,692 shares of Microsoft worth $1M as of Q2 2026.
North Berkeley Wealth Management bought 346 Microsoft shares in Q2 2026, an estimated $140K.
Microsoft made up 0.41% of North Berkeley Wealth Management's portfolio in Q2 2026, its #36 holding.
North Berkeley Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
North Berkeley Wealth Management's Microsoft position peaked at $1.34M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.