Private Client Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Private Client Services's MSFT Position: Q2 2026 in Review
Private Client Services reduced its Microsoft (MSFT) stake by 3.6% in Q2 2026, selling an estimated $121K and leaving 8,061 shares worth $3.01M. The position accounts for 0.79% of the portfolio, ranked #28.
Private Client Services first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.9M in Q2 2025. 3,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Private Client Services held 8,061 shares of Microsoft worth $3.01M as of Q2 2026.
- Private Client Services sold 298 Microsoft shares in Q2 2026, an estimated $121K.
- Microsoft made up 0.79% of Private Client Services's portfolio in Q2 2026, its #28 holding.
- Private Client Services first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
- Private Client Services's Microsoft position peaked at $3.9M in Q2 2025.
- 3,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.