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Sculati Wealth Management’s Microsoft MSFT Stock Holding History

Sculati Wealth Management’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 		$7.16M Sell
18,191
-154
-0.8% -$62.3K 2.39% 12
2026
Q1 		$6.79M Sell
18,345
-71
-0.4% -$29.7K 2.51% 8
2025
Q4 		$8.91M Sell
18,416
-252
-1% -$126K 3.14% 6
2025
Q3 		$9.67M Sell
18,668
-92
-0.5% -$46.9K 3.41% 4
2025
Q2 		$9.33M Sell
18,760
-294
-2% -$128K 3.51% 4
2025
Q1 		$7.15M Sell
19,054
-445
-2% -$181K 2.89% 8
2024
Q4 		$8.22M Sell
19,499
-443
-2% -$189K 3.25% 6
2024
Q3 		$8.58M Sell
19,942
-747
-4% -$319K 3.42% 6
2024
Q2 		$9.25M Sell
20,689
-910
-4% -$384K 3.95% 5
2024
Q1 		$9.09M Sell
21,599
-105
-0.5% -$42.5K 3.92% 5
2023
Q4 		$8.16M Buy
21,704
+145
+0.7% +$51.6K 3.8% 5
2023
Q3 		$6.81M Buy
21,559
+267
+1% +$88.2K 3.48% 5
2023
Q2 		$7.25M Sell
21,292
-192
-0.9% -$60.2K 3.65% 5
2023
Q1 		$6.19M Buy
21,484
+63
+0.3% +$16.1K 3.29% 5
2022
Q4 		$5.14M Sell
21,421
-709
-3% -$170K 2.89% 5
2022
Q3 		$5.15M Buy
22,130
+946
+4% +$250K 3.04% 5
2022
Q2 		$5.44M Buy
21,184
+133
+0.6% +$36.1K 3.11% 5
2022
Q1 		$6.49M Buy
21,051
+100
+0.5% +$30.1K 3.17% 5
2021
Q4 		$7.05M Sell
20,951
-41
-0.2% -$13.3K 3.41% 4
2021
Q3 		$5.92M Sell
20,992
-202
-1% -$58.8K 3.14% 5
2021
Q2 		$5.74M Sell
21,194
-76
-0.4% -$19.3K 3.04% 7
2021
Q1 		$5.01M Sell
21,270
-1,669
-7% -$387K 2.89% 8
2020
Q4 		$5.1M Sell
22,939
-132
-0.6% -$28.4K 3.35% 7
2020
Q3 		$4.85M Buy
23,071
+423
+2% +$88.8K 3.63% 5
2020
Q2 		$4.61M Buy
22,648
+1,420
+7% +$258K 3.89% 3
2020
Q1 		$3.35M Buy
21,228
+2,286
+12% +$376K 3.68% 5
2019
Q4 		$2.99M Buy
+18,942
New +$2.78M 2.68% 6

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

Sculati Wealth Management's MSFT Position: Q2 2026 in Review

Sculati Wealth Management reduced its Microsoft (MSFT) stake by 0.84% in Q2 2026, selling an estimated $62.3K and leaving 18,191 shares worth $7.16M. The position accounts for 2.39% of the portfolio, ranked #12.

Sculati Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.67M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sculati Wealth Management held 18,191 shares of Microsoft worth $7.16M as of Q2 2026.
  • Sculati Wealth Management sold 154 Microsoft shares in Q2 2026, an estimated $62.3K.
  • Microsoft made up 2.39% of Sculati Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Sculati Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Sculati Wealth Management's Microsoft position peaked at $9.67M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.