PACK Private Wealth’s Microsoft MSFT Stock Holding History

PACK Private Wealth’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	$532K	Hold	1,425	–	–	0.22%	29
2026 Q1	$527K	Hold	1,425	–	–	0.24%	27
2025 Q4	$689K	Hold	1,425	–	–	0.31%	22
2025 Q3	$738K	Buy	1,425 +932	+189%	+$475K	0.35%	22
2025 Q2	$245K	Buy	+493	New	+$214K	0.13%	40
2025 Q1	–	Sell	-493	Closed	-$208K	–	42
2024 Q4	$208K	Hold	493	–	–	0.12%	39
2024 Q3	$212K	Hold	493	–	–	0.12%	39
2024 Q2	$220K	Buy	+493	New	+$208K	0.14%	39

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

PACK Private Wealth's MSFT Position: Q2 2026 in Review

PACK Private Wealth held its Microsoft (MSFT) position steady in Q2 2026 at 1,425 shares worth $532K. The position accounts for 0.22% of the portfolio, ranked #29.

PACK Private Wealth first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $738K in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

PACK Private Wealth held 1,425 shares of Microsoft worth $532K as of Q2 2026.
PACK Private Wealth left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.22% of PACK Private Wealth's portfolio in Q2 2026, its #29 holding.
PACK Private Wealth first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
PACK Private Wealth's Microsoft position peaked at $738K in Q3 2025.
6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on PACK Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.