Phil A. Younker & Associates’s Microsoft MSFT Stock Holding History

Phil A. Younker & Associates’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	$429K	Buy	+1,150	New	+$465K	0.29%	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

Phil A. Younker & Associates's MSFT Position: Q2 2026 in Review

Phil A. Younker & Associates opened a new position in Microsoft (MSFT) in Q2 2026: 1,150 shares worth $429K. The stake represents 0.29% of the portfolio and ranks #21 among its holdings.

6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Phil A. Younker & Associates held 1,150 shares of Microsoft worth $429K as of Q2 2026.
Microsoft was a new Phil A. Younker & Associates position in Q2 2026.
Microsoft made up 0.29% of Phil A. Younker & Associates's portfolio in Q2 2026, its #21 holding.
6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.