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Resolute Wealth Strategies’s Microsoft MSFT Stock Holding History

Resolute Wealth Strategies’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 		$7.38M Sell
19,784
-714
-3% -$289K 2.86% 10
2026
Q1 		$7.59M Buy
20,498
+9,528
+87% +$3.99M 3.27% 9
2025
Q4 		$5.31M Buy
10,970
+578
+6% +$290K 2.33% 13
2025
Q3 		$5.38M Buy
10,392
+1,296
+14% +$661K 2.46% 13
2025
Q2 		$4.52M Buy
9,096
+971
+12% +$422K 2.42% 11
2025
Q1 		$3.05M Buy
8,125
+848
+12% +$346K 1.7% 20
2024
Q4 		$3.07M Buy
7,277
+241
+3% +$103K 1.58% 20
2024
Q3 		$3.03M Sell
7,036
-111
-2% -$47.4K 1.57% 18
2024
Q2 		$3.19M Sell
7,147
-104
-1% -$43.9K 1.84% 18
2024
Q1 		$3.05M Buy
7,251
+605
+9% +$245K 1.85% 16
2023
Q4 		$2.5M Buy
6,646
+116
+2% +$41.3K 1.7% 16
2023
Q3 		$2.06M Buy
6,530
+338
+5% +$112K 1.54% 17
2023
Q2 		$2.11M Sell
6,192
-8
-0.1% -$2.51K 1.63% 16
2023
Q1 		$1.79M Buy
+6,200
New +$1.58M 1.52% 18

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

Resolute Wealth Strategies's MSFT Position: Q2 2026 in Review

Resolute Wealth Strategies reduced its Microsoft (MSFT) stake by 3.5% in Q2 2026, selling an estimated $289K and leaving 19,784 shares worth $7.38M. The position accounts for 2.86% of the portfolio, ranked #10.

Resolute Wealth Strategies first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.59M in Q1 2026. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Resolute Wealth Strategies held 19,784 shares of Microsoft worth $7.38M as of Q2 2026.
  • Resolute Wealth Strategies sold 714 Microsoft shares in Q2 2026, an estimated $289K.
  • Microsoft made up 2.86% of Resolute Wealth Strategies's portfolio in Q2 2026, its #10 holding.
  • Resolute Wealth Strategies first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • Resolute Wealth Strategies's Microsoft position peaked at $7.59M in Q1 2026.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Resolute Wealth Strategies's 13F filing for Q2 2026, filed 12 Aug 2026.