Ponta Wealth Partners’s Microsoft MSFT Stock Holding History

Ponta Wealth Partners’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	$6.83M	Buy	18,321 +3,134	+21%	+$1.27M	3.66%	4
2026 Q1	$5.62M	Buy	15,187 +1,831	+14%	+$766K	4.52%	3
2025 Q4	$6.46M	Buy	+13,356	New	+$6.69M	6.02%	3

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

Ponta Wealth Partners's MSFT Position: Q2 2026 in Review

Ponta Wealth Partners increased its Microsoft (MSFT) stake by 21% in Q2 2026, buying an estimated $1.27M and bringing the position to 18,321 shares worth $6.83M. The position accounts for 3.66% of the portfolio, ranked #4.

Ponta Wealth Partners first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,207 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Ponta Wealth Partners held 18,321 shares of Microsoft worth $6.83M as of Q2 2026.
Ponta Wealth Partners bought 3,134 Microsoft shares in Q2 2026, an estimated $1.27M.
Microsoft made up 3.66% of Ponta Wealth Partners's portfolio in Q2 2026, its #4 holding.
Ponta Wealth Partners first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
6,207 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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