Steelhead Wealth Management’s Microsoft MSFT Stock Holding History

Steelhead 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	$617K	Buy	1,656 +392	+31%	+$159K	0.25%	56
2026 Q1	$467K	Buy	+1,264	New	+$529K	0.24%	58

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 $3.38T AUM 44.17% 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

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

Steelhead Wealth Management increased its Microsoft (MSFT) stake by 31% in Q2 2026, buying an estimated $159K and bringing the position to 1,656 shares worth $617K. The position accounts for 0.25% of the portfolio, ranked #56.

Steelhead Wealth Management first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 6,244 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Steelhead Wealth Management held 1,656 shares of Microsoft worth $617K as of Q2 2026.
Steelhead Wealth Management bought 392 Microsoft shares in Q2 2026, an estimated $159K.
Microsoft made up 0.25% of Steelhead Wealth Management's portfolio in Q2 2026, its #56 holding.
Steelhead Wealth Management first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
6,244 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Steelhead Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.