Straight Path Wealth Management’s Microsoft MSFT Stock Holding History

Straight Path 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	$385K	Sell	1,031 -4	-0.4%	-$1.62K	0.09%	82
2026 Q1	$383K	Buy	1,035 +288	+39%	+$121K	0.1%	79
2025 Q4	$361K	Sell	747 -19,753	-96%	-$9.9M	0.1%	82
2025 Q3	$390K	Buy	20,500 +19,771	+2,712%	+$10.1M	0.11%	88
2025 Q2	$363K	Buy	729 +26	+4%	+$11.3K	0.12%	78
2025 Q1	$264K	Buy	703 +16	+2%	+$6.52K	0.11%	81
2024 Q4	$290K	Sell	687 -13	-2%	-$5.54K	0.11%	76
2024 Q3	$301K	Buy	700 +124	+22%	+$53K	0.13%	74
2024 Q2	$258K	Hold	576	–	–	0.13%	75
2024 Q1	$242K	Buy	+576	New	+$233K	0.14%	75
2023 Q4	–	Sell	-746	Closed	-$236K	–	94
2023 Q3	$236K	Buy	746 +137	+22%	+$45.3K	0.16%	67
2023 Q2	$207K	Buy	+609	New	+$191K	0.14%	72

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

Straight Path Wealth Management's MSFT Position: Q2 2026 in Review

Straight Path Wealth Management reduced its Microsoft (MSFT) stake by 0.39% in Q2 2026, selling an estimated $1.62K and leaving 1,031 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #82.

Straight Path Wealth Management first reported a position in MSFT in Q2 2023 and has held it in 12 quarters since. The position peaked at $390K in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Straight Path Wealth Management held 1,031 shares of Microsoft worth $385K as of Q2 2026.
Straight Path Wealth Management sold 4 Microsoft shares in Q2 2026, an estimated $1.62K.
Microsoft made up 0.09% of Straight Path Wealth Management's portfolio in Q2 2026, its #82 holding.
Straight Path Wealth Management first reported a position in Microsoft in Q2 2023 and has held it in 12 quarters since.
Straight Path Wealth Management's Microsoft position peaked at $390K in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.