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Potentia Wealth’s Microsoft MSFT Stock Holding History

Potentia 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 		$936K Sell
2,510
-1,841
-42% -$745K 0.38% 35
2026
Q1 		$1.61M Sell
4,351
-12,866
-75% -$5.38M 0.62% 26
2025
Q4 		$8.33M Buy
17,217
+374
+2% +$187K 3.05% 9
2025
Q3 		$8.72M Sell
16,843
-703
-4% -$359K 3.33% 6
2025
Q2 		$8.73M Buy
17,546
+316
+2% +$137K 4.97% 4
2025
Q1 		$6.47M Buy
17,230
+484
+3% +$197K 3.03% 9
2024
Q4 		$7.06M Buy
+16,746
New +$7.13M 3.14% 7

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Potentia Wealth's MSFT Position: Q2 2026 in Review

Potentia Wealth reduced its Microsoft (MSFT) stake by 42% in Q2 2026, selling an estimated $745K and leaving 2,510 shares worth $936K. The position accounts for 0.38% of the portfolio, ranked #35.

Potentia Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.73M in Q2 2025. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Potentia Wealth held 2,510 shares of Microsoft worth $936K as of Q2 2026.
  • Potentia Wealth sold 1,841 Microsoft shares in Q2 2026, an estimated $745K.
  • Microsoft made up 0.38% of Potentia Wealth's portfolio in Q2 2026, its #35 holding.
  • Potentia Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Potentia Wealth's Microsoft position peaked at $8.73M in Q2 2025.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.