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Strait & Sound Wealth Management’s Microsoft MSFT Stock Holding History

Strait & Sound 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
-1,100
Closed -$407K – 182
2026
Q1 		$407K Buy
+1,100
New +$460K 0.15% 107

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 $3.37T AUM 44.26% 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

Strait & Sound Wealth Management's MSFT Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Microsoft (MSFT) stake by 0.51% in Q2 2026, buying an estimated $87.4K and bringing the position to 42,617 shares worth $15.9M. The position accounts for 5.57% of the portfolio, ranked #2.

Strait & Sound Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.6M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Strait & Sound Wealth Management held 42,617 shares of Microsoft worth $15.9M as of Q2 2026.
  • Strait & Sound Wealth Management bought 216 Microsoft shares in Q2 2026, an estimated $87.4K.
  • Microsoft made up 5.57% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Strait & Sound Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Microsoft position peaked at $18.6M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.