Petersen Hastings Wealth Advisors’s Microsoft MSFT Stock Holding History

Petersen Hastings Wealth Advisors’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	$3.52M	Buy	9,432 +2,164	+30%	+$876K	0.3%	19
2026 Q1	$2.69M	Buy	7,268 +1,772	+32%	+$741K	0.25%	21
2025 Q4	$2.66M	Buy	+5,496	New	+$2.75M	0.26%	21

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

Petersen Hastings Wealth Advisors's MSFT Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors increased its Microsoft (MSFT) stake by 30% in Q2 2026, buying an estimated $876K and bringing the position to 9,432 shares worth $3.52M. The position accounts for 0.3% of the portfolio, ranked #19.

Petersen Hastings Wealth Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Petersen Hastings Wealth Advisors held 9,432 shares of Microsoft worth $3.52M as of Q2 2026.
Petersen Hastings Wealth Advisors bought 2,164 Microsoft shares in Q2 2026, an estimated $876K.
Microsoft made up 0.3% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Petersen Hastings Wealth Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.