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Proathlete Wealth Management’s Microsoft MSFT Stock Holding History

Proathlete Wealth Management’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 		$4.17M Sell
11,182
-143
-1% -$57.9K 1.03% 16
2026
Q1 		$4.19M Sell
11,325
-324
-3% -$136K 1.16% 15
2025
Q4 		$5.63M Buy
11,649
+256
+2% +$128K 1.54% 14
2025
Q3 		$5.9M Buy
11,393
+5
+0% +$2.55K 1.7% 14
2025
Q2 		$5.67M Buy
11,388
+32
+0.3% +$13.9K 1.8% 13
2025
Q1 		$4.27M Sell
11,356
-29
-0.3% -$11.8K 1.56% 16
2024
Q4 		$4.8M Sell
11,385
-31
-0.3% -$13.2K 1.81% 15
2024
Q3 		$4.91M Buy
11,416
+1
+0% +$427 2.02% 13
2024
Q2 		$5.1M Buy
11,415
+44
+0.4% +$18.6K 2.42% 10
2024
Q1 		$4.78M Sell
11,371
-104
-0.9% -$42.1K 2.54% 9
2023
Q4 		$4.32M Buy
+11,475
New +$4.08M 2.55% 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 $3.37T 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

Proathlete Wealth Management's MSFT Position: Q2 2026 in Review

Proathlete Wealth Management reduced its Microsoft (MSFT) stake by 1.3% in Q2 2026, selling an estimated $57.9K and leaving 11,182 shares worth $4.17M. The position accounts for 1.03% of the portfolio, ranked #16.

Proathlete Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.9M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Proathlete Wealth Management held 11,182 shares of Microsoft worth $4.17M as of Q2 2026.
  • Proathlete Wealth Management sold 143 Microsoft shares in Q2 2026, an estimated $57.9K.
  • Microsoft made up 1.03% of Proathlete Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Proathlete Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Proathlete Wealth Management's Microsoft position peaked at $5.9M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.