Solutions 4 Wealth’s Microsoft MSFT Stock Holding History

Solutions 4 Wealth’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	-688	Closed	-$255K	–	59
2026 Q1	$255K	Sell	688 -8	-1%	-$3.35K	0.38%	47
2025 Q4	$337K	Hold	696	–	–	0.51%	46
2025 Q3	$360K	Sell	696 -22	-3%	-$11.2K	0.56%	39
2025 Q2	$357K	Hold	718	–	–	0.6%	38
2025 Q1	$269K	Sell	718 -102	-12%	-$41.6K	0.48%	45
2024 Q4	$346K	Sell	820 -68	-8%	-$29K	0.63%	38
2024 Q3	$382K	Buy	888 +6	+0.7%	+$2.56K	0.75%	34
2024 Q2	$394K	Buy	882 +48	+6%	+$20.3K	0.89%	30
2024 Q1	$351K	Buy	834 +77	+10%	+$31.2K	0.99%	25
2023 Q4	$285K	Buy	+757	New	+$269K	0.93%	27

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Solutions 4 Wealth's MSFT Position: Q2 2026 in Review

Solutions 4 Wealth sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 688 shares — an estimated $255K sold.

Solutions 4 Wealth first reported a position in MSFT in Q4 2023 and held it in 10 quarters. The position peaked at $394K in Q2 2024. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Solutions 4 Wealth reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Solutions 4 Wealth sold 688 Microsoft shares in Q2 2026, an estimated $255K.
Solutions 4 Wealth first reported a position in Microsoft in Q4 2023 and held it in 10 quarters.
Solutions 4 Wealth's Microsoft position peaked at $394K in Q2 2024.
6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.