PrairieView Wealth Partners’s Microsoft MSFT Stock Holding History

PrairieView 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	$339K	Buy	910 +9	+1%	+$3.64K	0.25%	25
2026 Q1	$334K	Hold	901	–	–	0.27%	26
2025 Q4	$436K	Sell	901 -33	-4%	-$16.5K	0.4%	21
2025 Q3	$484K	Buy	934 +3	+0.3%	+$1.53K	0.45%	18
2025 Q2	$463K	Hold	931	–	–	0.48%	19
2025 Q1	$349K	Hold	931	–	–	0.43%	14
2024 Q4	$392K	Sell	931 -80	-8%	-$34.1K	0.42%	14
2024 Q3	$435K	Sell	1,011 -25	-2%	-$10.7K	0.47%	14
2024 Q2	$463K	Hold	1,036	–	–	0.39%	14
2024 Q1	$436K	Sell	1,036 -75	-7%	-$30.4K	0.4%	15
2023 Q4	$418K	Buy	+1,111	New	+$395K	0.42%	15

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

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

PrairieView Wealth Partners increased its Microsoft (MSFT) stake by 1% in Q2 2026, buying an estimated $3.64K and bringing the position to 910 shares worth $339K. The position accounts for 0.25% of the portfolio, ranked #25.

PrairieView Wealth Partners first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $484K in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

PrairieView Wealth Partners held 910 shares of Microsoft worth $339K as of Q2 2026.
PrairieView Wealth Partners bought 9 Microsoft shares in Q2 2026, an estimated $3.64K.
Microsoft made up 0.25% of PrairieView Wealth Partners's portfolio in Q2 2026, its #25 holding.
PrairieView Wealth Partners first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
PrairieView Wealth Partners's Microsoft position peaked at $484K in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on PrairieView Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.