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SHP Wealth Management’s Microsoft MSFT Stock Holding History

SHP 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 		$8.31M Sell
22,265
-1,130
-5% -$457K 0.57% 19
2026
Q1 		$8.66M Sell
23,395
-48
-0.2% -$20.1K 0.65% 19
2025
Q4 		$11.3M Buy
+23,443
New +$11.7M 0.88% 17

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Microsoft (MSFT) stake by 4.8% in Q2 2026, selling an estimated $457K and leaving 22,265 shares worth $8.31M. The position accounts for 0.57% of the portfolio, ranked #19.

SHP Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.3M in Q4 2025. 6,244 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • SHP Wealth Management held 22,265 shares of Microsoft worth $8.31M as of Q2 2026.
  • SHP Wealth Management sold 1,130 Microsoft shares in Q2 2026, an estimated $457K.
  • Microsoft made up 0.57% of SHP Wealth Management's portfolio in Q2 2026, its #19 holding.
  • SHP Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Microsoft position peaked at $11.3M in Q4 2025.
  • 6,244 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.