Prospect Financial Services’s Microsoft MSFT Stock Holding History

Prospect Financial Services’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	$1.76M	Buy	4,711 +264	+6%	+$107K	0.89%	28
2026 Q1	$1.65M	Buy	4,447 +239	+6%	+$100K	1.01%	27
2025 Q4	$2.04M	Sell	4,208 -252	-6%	-$126K	1.17%	24
2025 Q3	$2.31M	Buy	4,460 +164	+4%	+$83.7K	1.33%	22
2025 Q2	$2.14M	Sell	4,296 -4,926	-53%	-$2.14M	1.33%	22
2025 Q1	$3.46M	Sell	9,222 -264	-3%	-$108K	1.92%	17
2024 Q4	$4M	Buy	9,486 +91	+1%	+$38.8K	2.18%	16
2024 Q3	$4.04M	Buy	9,395 +3,050	+48%	+$1.3M	2.51%	14
2024 Q2	$2.84M	Buy	6,345 +638	+11%	+$269K	2.18%	16
2024 Q1	$2.4M	Buy	5,707 +1,004	+21%	+$406K	1.98%	17
2023 Q4	$1.77M	Buy	+4,703	New	+$1.67M	1.78%	17

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

Prospect Financial Services's MSFT Position: Q2 2026 in Review

Prospect Financial Services increased its Microsoft (MSFT) stake by 5.9% in Q2 2026, buying an estimated $107K and bringing the position to 4,711 shares worth $1.76M. The position accounts for 0.89% of the portfolio, ranked #28.

Prospect Financial Services first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.04M in Q3 2024. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Prospect Financial Services held 4,711 shares of Microsoft worth $1.76M as of Q2 2026.
Prospect Financial Services bought 264 Microsoft shares in Q2 2026, an estimated $107K.
Microsoft made up 0.89% of Prospect Financial Services's portfolio in Q2 2026, its #28 holding.
Prospect Financial Services first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Prospect Financial Services's Microsoft position peaked at $4.04M in Q3 2024.
6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.