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Orca Wealth Management’s Microsoft MSFT Stock Holding History

Orca 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 		$713K Sell
1,913
-152
-7% -$61.5K 0.43% 44
2026
Q1 		$764K Sell
2,065
-13
-0.6% -$5.44K 0.54% 41
2025
Q4 		$858K Buy
2,078
+33
+2% +$16.5K 0.61% 40
2025
Q3 		$1.06M Sell
2,045
-37
-2% -$18.9K 0.8% 41
2025
Q2 		$1.04M Hold
2,082
– – 0.87% 38
2025
Q1 		$781K Buy
2,082
+117
+6% +$47.7K 0.7% 42
2024
Q4 		$828K Buy
+1,965
New +$837K 0.75% 41

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

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

Orca Wealth Management reduced its Microsoft (MSFT) stake by 7.4% in Q2 2026, selling an estimated $61.5K and leaving 1,913 shares worth $713K. The position accounts for 0.43% of the portfolio, ranked #44.

Orca Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Orca Wealth Management held 1,913 shares of Microsoft worth $713K as of Q2 2026.
  • Orca Wealth Management sold 152 Microsoft shares in Q2 2026, an estimated $61.5K.
  • Microsoft made up 0.43% of Orca Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Orca Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Orca Wealth Management's Microsoft position peaked at $1.06M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.