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Proactive Wealth Strategies’s Microsoft MSFT Stock Holding History

Proactive Wealth Strategies’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 		$9.62M Buy
25,783
+2,795
+12% +$1.13M 1.54% 13
2026
Q1 		$8.51M Buy
22,988
+12,521
+120% +$5.24M 1.6% 14
2025
Q4 		$5.06M Buy
10,467
+1,142
+12% +$572K 2.01% 8
2025
Q3 		$4.83M Buy
9,325
+237
+3% +$121K 2.08% 8
2025
Q2 		$4.52M Sell
9,088
-46
-0.5% -$20K 2.13% 7
2025
Q1 		$3.43M Buy
9,134
+32
+0.4% +$13K 1.83% 13
2024
Q4 		$3.84M Buy
9,102
+341
+4% +$145K 2% 11
2024
Q3 		$3.77M Buy
+8,761
New +$3.75M 2.09% 9

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 $3.38T AUM 44.17% 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

Proactive Wealth Strategies's MSFT Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $1.13M and bringing the position to 25,783 shares worth $9.62M. The position accounts for 1.54% of the portfolio, ranked #13.

Proactive Wealth Strategies first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. 6,245 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Proactive Wealth Strategies held 25,783 shares of Microsoft worth $9.62M as of Q2 2026.
  • Proactive Wealth Strategies bought 2,795 Microsoft shares in Q2 2026, an estimated $1.13M.
  • Microsoft made up 1.54% of Proactive Wealth Strategies's portfolio in Q2 2026, its #13 holding.
  • Proactive Wealth Strategies first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
  • 6,245 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.