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Retirement Planning Group (New York)’s Microsoft MSFT Stock Holding History

Retirement Planning Group (New York)’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 		$1.23M Buy
3,293
+379
+13% +$153K 0.67% 31
2026
Q1 		$1.08M Buy
2,914
+55
+2% +$23K 0.7% 31
2025
Q4 		$1.38M Sell
2,859
-153
-5% -$76.7K 0.94% 27
2025
Q3 		$1.56M Buy
3,012
+597
+25% +$305K 1.17% 26
2025
Q2 		$1.2M Buy
2,415
+916
+61% +$398K 1.06% 26
2025
Q1 		$563K Buy
1,499
+229
+18% +$93.4K 0.57% 36
2024
Q4 		$535K Buy
+1,270
New +$541K 0.59% 32

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

Retirement Planning Group (New York)'s MSFT Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $153K and bringing the position to 3,293 shares worth $1.23M. The position accounts for 0.67% of the portfolio, ranked #31.

Retirement Planning Group (New York) first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q3 2025. 6,230 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Retirement Planning Group (New York) held 3,293 shares of Microsoft worth $1.23M as of Q2 2026.
  • Retirement Planning Group (New York) bought 379 Microsoft shares in Q2 2026, an estimated $153K.
  • Microsoft made up 0.67% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #31 holding.
  • Retirement Planning Group (New York) first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Retirement Planning Group (New York)'s Microsoft position peaked at $1.56M in Q3 2025.
  • 6,230 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.