Reicon Wealth Advisors’s Microsoft MSFT Stock Holding History

Reicon Wealth Advisors’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	$442K	Buy	1,184 +193	+19%	+$78.1K	0.27%	26
2026 Q1	$367K	Buy	991 +549	+124%	+$230K	0.28%	23
2025 Q4	$214K	Buy	+442	New	+$221K	0.15%	38

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

Reicon Wealth Advisors's MSFT Position: Q2 2026 in Review

Reicon Wealth Advisors increased its Microsoft (MSFT) stake by 19% in Q2 2026, buying an estimated $78.1K and bringing the position to 1,184 shares worth $442K. The position accounts for 0.27% of the portfolio, ranked #26.

Reicon Wealth Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Reicon Wealth Advisors held 1,184 shares of Microsoft worth $442K as of Q2 2026.
Reicon Wealth Advisors bought 193 Microsoft shares in Q2 2026, an estimated $78.1K.
Microsoft made up 0.27% of Reicon Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Reicon Wealth Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Reicon Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.