PUREfi Wealth’s Microsoft MSFT Stock Holding History

PUREfi Wealth’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	$4.73M	Sell	12,692 -716	-5%	-$290K	2.6%	5
2026 Q1	$4.96M	Buy	13,408 +3,094	+30%	+$1.29M	3.25%	5
2025 Q4	$4.99M	Sell	10,314 -471	-4%	-$236K	3.82%	3
2025 Q3	$5.59M	Buy	10,785 +366	+4%	+$187K	4.3%	2
2025 Q2	$5.18M	Buy	10,419 +933	+10%	+$405K	4.14%	3
2025 Q1	$3.56M	Buy	9,486 +843	+10%	+$344K	3.56%	3
2024 Q4	$3.64M	Buy	+8,643	New	+$3.68M	3.56%	3

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

PUREfi Wealth's MSFT Position: Q2 2026 in Review

PUREfi Wealth reduced its Microsoft (MSFT) stake by 5.3% in Q2 2026, selling an estimated $290K and leaving 12,692 shares worth $4.73M. The position accounts for 2.6% of the portfolio, ranked #5.

PUREfi Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.59M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

PUREfi Wealth held 12,692 shares of Microsoft worth $4.73M as of Q2 2026.
PUREfi Wealth sold 716 Microsoft shares in Q2 2026, an estimated $290K.
Microsoft made up 2.6% of PUREfi Wealth's portfolio in Q2 2026, its #5 holding.
PUREfi Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
PUREfi Wealth's Microsoft position peaked at $5.59M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.