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Shelton Wealth Management’s Microsoft MSFT Stock Holding History

Shelton 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 		– Sell
-300
Closed -$111K – 158
2026
Q1 		$111K Buy
+300
New +$126K 0.05% 126

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Shelton Wealth Management increased its Microsoft (MSFT) stake by 1.4% in Q2 2026, buying an estimated $30.8K and bringing the position to 5,363 shares worth $2M. The position accounts for 0.78% of the portfolio, ranked #35.

Shelton Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.83M in Q2 2025. 1,219 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Shelton Wealth Management held 5,363 shares of Microsoft worth $2M as of Q2 2026.
  • Shelton Wealth Management bought 76 Microsoft shares in Q2 2026, an estimated $30.8K.
  • Microsoft made up 0.78% of Shelton Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Shelton Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's Microsoft position peaked at $2.83M in Q2 2025.
  • 1,219 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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