Orgel Wealth Management’s Microsoft MSFT Stock Holding History

Orgel 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	$2.06M	Buy	5,521 +191	+4%	+$77.3K	0.04%	46
2026 Q1	$1.97M	Buy	5,330 +133	+3%	+$55.7K	0.04%	40
2025 Q4	$2.51M	Buy	5,197 +294	+6%	+$147K	0.06%	38
2025 Q3	$2.54M	Sell	4,903 -6	-0.1%	-$3.06K	0.06%	39
2025 Q2	$2.44M	Sell	4,909 -173	-3%	-$75.1K	0.06%	39
2025 Q1	$1.91M	Sell	5,082 -35	-0.7%	-$14.3K	0.05%	37
2024 Q4	$2.16M	Sell	5,117 -180	-3%	-$76.7K	0.06%	36
2024 Q3	$2.28M	Sell	5,297 -142	-3%	-$60.7K	0.06%	37
2024 Q2	$2.43M	Buy	5,439 +21	+0.4%	+$8.87K	0.07%	35
2024 Q1	$2.28M	Sell	5,418 -1,286	-19%	-$521K	0.06%	33
2023 Q4	$2.52M	Sell	6,704 -195	-3%	-$69.4K	0.07%	34
2023 Q3	$2.18M	Buy	6,899 +1,554	+29%	+$514K	0.07%	32
2023 Q2	$1.82M	Sell	5,345 -26	-0.5%	-$8.15K	0.06%	37
2023 Q1	$1.55M	Buy	5,371 +1	+0%	+$255	0.06%	37
2022 Q4	$1.29M	Sell	5,370 -248	-4%	-$59.5K	0.05%	37
2022 Q3	$1.31M	Buy	5,618 +102	+2%	+$26.9K	0.06%	34
2022 Q2	$1.42M	Sell	5,516 -95	-2%	-$25.8K	0.08%	28
2022 Q1	$1.73M	Sell	5,611 -992	-15%	-$298K	0.12%	26
2021 Q4	$2.22M	Buy	6,603 +590	+10%	+$191K	0.21%	23
2021 Q3	$1.7M	Buy	6,013 +277	+5%	+$80.6K	0.19%	24
2021 Q2	$1.55M	Sell	5,736 -200	-3%	-$50.8K	0.19%	24
2021 Q1	$1.4M	Buy	5,936 +140	+2%	+$32.5K	0.2%	22
2020 Q4	$1.29M	Sell	5,796 -45	-0.8%	-$9.68K	0.26%	21
2020 Q3	$1.23M	Sell	5,841 -368	-6%	-$77.3K	0.34%	21
2020 Q2	$1.26M	Buy	6,209 +408	+7%	+$74.1K	0.48%	20
2020 Q1	$915K	Sell	5,801 -698	-11%	-$115K	0.36%	16
2019 Q4	$1.02M	Buy	6,499 +7	+0.1%	+$1.03K	0.28%	22
2019 Q3	$903K	Hold	6,492	–	–	0.34%	20
2019 Q2	$870K	Buy	6,492 +74	+1%	+$9.39K	0.34%	18
2019 Q1	$757K	Hold	6,418	–	–	0.26%	20
2018 Q4	$652K	Hold	6,418	–	–	0.2%	22
2018 Q3	$734K	Sell	6,418 -11	-0.2%	-$1.19K	0.32%	19
2018 Q2	$634K	Sell	6,429 -450	-7%	-$43.6K	0.16%	21
2018 Q1	$628K	Sell	6,879 -113	-2%	-$10.3K	0.16%	20
2017 Q4	$598K	Buy	6,992 +204	+3%	+$16.7K	0.14%	20
2017 Q3	$506K	Sell	6,788 -49	-0.7%	-$3.58K	0.18%	9
2017 Q2	$471K	Sell	6,837 -52	-0.8%	-$3.57K	0.17%	8
2017 Q1	$454K	Buy	6,889 +2,369	+52%	+$152K	0.2%	8
2016 Q4	$281K	Sell	4,520 -319	-7%	-$19.2K	0.18%	14
2016 Q3	$279K	Buy	+4,839	New	+$273K	0.19%	14

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Orgel Wealth Management increased its Microsoft (MSFT) stake by 3.6% in Q2 2026, buying an estimated $77.3K and bringing the position to 5,521 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #46.

Orgel Wealth Management first reported a position in MSFT in Q3 2016 and has held it in 40 quarters since. The position peaked at $2.54M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Orgel Wealth Management held 5,521 shares of Microsoft worth $2.06M as of Q2 2026.
Orgel Wealth Management bought 191 Microsoft shares in Q2 2026, an estimated $77.3K.
Microsoft made up 0.04% of Orgel Wealth Management's portfolio in Q2 2026, its #46 holding.
Orgel Wealth Management first reported a position in Microsoft in Q3 2016 and has held it in 40 quarters since.
Orgel Wealth Management's Microsoft position peaked at $2.54M in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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