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Reality Financial Planning Services’s Microsoft MSFT Stock Holding History

Reality Financial Planning 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 		– Sell
-596
Closed -$221K – 19
2026
Q1 		$221K Sell
596
-9
-1% -$3.77K 0.21% 20
2025
Q4 		$293K Buy
+605
New +$303K 0.28% 20

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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

Reality Financial Planning Services's MSFT Position: Q2 2026 in Review

Reality Financial Planning Services sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 596 shares — an estimated $221K sold.

Reality Financial Planning Services first reported a position in MSFT in Q4 2025 and held it in 2 quarters. The position peaked at $293K in Q4 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Reality Financial Planning Services reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • Reality Financial Planning Services sold 596 Microsoft shares in Q2 2026, an estimated $221K.
  • Reality Financial Planning Services first reported a position in Microsoft in Q4 2025 and held it in 2 quarters.
  • Reality Financial Planning Services's Microsoft position peaked at $293K in Q4 2025.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Reality Financial Planning Services's 13F filing for Q2 2026, filed 17 Aug 2026.