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Prosperity Consulting Group’s Microsoft MSFT Stock Holding History

Prosperity Consulting Group’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 		$28.6M Buy
76,719
+5,742
+8% +$2.32M 1.08% 20
2026
Q1 		$26.3M Sell
70,977
-3,332
-4% -$1.39M 1.17% 18
2025
Q4 		$35.9M Buy
74,309
+1,735
+2% +$869K 1.62% 14
2025
Q3 		$37.6M Buy
72,574
+4,657
+7% +$2.38M 1.85% 10
2025
Q2 		$33.8M Sell
67,917
-235
-0.3% -$102K 2.47% 6
2025
Q1 		$25.6M Buy
68,152
+327
+0.5% +$133K 1.98% 7
2024
Q4 		$28.6M Buy
67,825
+2,685
+4% +$1.14M 2.15% 7
2024
Q3 		$28M Buy
65,140
+33,320
+105% +$14.2M 2.19% 6
2024
Q2 		$14.2M Buy
31,820
+1,935
+6% +$817K 1.93% 9
2024
Q1 		$12.6M Buy
29,885
+3,995
+15% +$1.62M 1.58% 10
2023
Q4 		$9.74M Buy
25,890
+3,766
+17% +$1.34M 3.26% 5
2023
Q3 		$6.99M Buy
22,124
+9,500
+75% +$3.14M 3.21% 5
2023
Q2 		$4.3M Sell
12,624
-546
-4% -$171K 2.64% 10
2023
Q1 		$3.8M Sell
13,170
-20
-0.2% -$5.1K 2.4% 11
2022
Q4 		$3.16M Buy
13,190
+320
+2% +$76.8K 2.11% 12
2022
Q3 		$3M Sell
12,870
-57
-0.4% -$15.1K 2.46% 9
2022
Q2 		$3.32M Buy
12,927
+1,914
+17% +$519K 2.88% 8
2022
Q1 		$3.4M Buy
11,013
+895
+9% +$269K 2.52% 8
2021
Q4 		$3.17M Buy
+10,118
New +$3.28M 2.38% 8

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

Prosperity Consulting Group's MSFT Position: Q2 2026 in Review

Prosperity Consulting Group increased its Microsoft (MSFT) stake by 8.1% in Q2 2026, buying an estimated $2.32M and bringing the position to 76,719 shares worth $28.6M. The position accounts for 1.08% of the portfolio, ranked #20.

Prosperity Consulting Group first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $37.6M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Prosperity Consulting Group held 76,719 shares of Microsoft worth $28.6M as of Q2 2026.
  • Prosperity Consulting Group bought 5,742 Microsoft shares in Q2 2026, an estimated $2.32M.
  • Microsoft made up 1.08% of Prosperity Consulting Group's portfolio in Q2 2026, its #20 holding.
  • Prosperity Consulting Group first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Prosperity Consulting Group's Microsoft position peaked at $37.6M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.