Pathfinder Wealth Consulting’s Microsoft MSFT Stock Holding History

Pathfinder Wealth Consulting’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	–	Sell	-13,367	Closed	-$4.95M	–	98
2026 Q1	$4.95M	Buy	13,367 +584	+5%	+$244K	3.21%	4
2025 Q4	$6.18M	Buy	+12,783	New	+$6.41M	3.9%	4

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

Pathfinder Wealth Consulting's MSFT Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 13,367 shares — an estimated $4.95M sold.

Pathfinder Wealth Consulting first reported a position in MSFT in Q4 2025 and held it in 2 quarters. The position peaked at $6.18M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Pathfinder Wealth Consulting reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Pathfinder Wealth Consulting sold 13,367 Microsoft shares in Q2 2026, an estimated $4.95M.
Pathfinder Wealth Consulting first reported a position in Microsoft in Q4 2025 and held it in 2 quarters.
Pathfinder Wealth Consulting's Microsoft position peaked at $6.18M in Q4 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.