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Prosperity Financial Group’s Microsoft MSFT Stock Holding History

Prosperity Financial 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
2024
Q4 		– Sell
-500
Closed -$215K – 187
2024
Q3 		$215K Buy
+500
New +$214K 0.12% 139

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

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

Prosperity Financial Group increased its Microsoft (MSFT) stake by 0.42% in Q2 2026, buying an estimated $33.6K and bringing the position to 19,767 shares worth $7.37M. The position accounts for 2.29% of the portfolio, ranked #6.

Prosperity Financial Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.71M in Q3 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Prosperity Financial Group held 19,767 shares of Microsoft worth $7.37M as of Q2 2026.
  • Prosperity Financial Group bought 83 Microsoft shares in Q2 2026, an estimated $33.6K.
  • Microsoft made up 2.29% of Prosperity Financial Group's portfolio in Q2 2026, its #6 holding.
  • Prosperity Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Financial Group's Microsoft position peaked at $9.71M in Q3 2025.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.