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Succession Financial’s Microsoft MSFT Stock Holding History

Succession Financial’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 		$290K Buy
+778
New +$315K 0.28% 35

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Succession Financial's MSFT Position: Q2 2026 in Review

Succession Financial opened a new position in Microsoft (MSFT) in Q2 2026: 778 shares worth $290K. The stake represents 0.28% of the portfolio and ranks #35 among its holdings.

5,957 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Succession Financial held 778 shares of Microsoft worth $290K as of Q2 2026.
  • Microsoft was a new Succession Financial position in Q2 2026.
  • Microsoft made up 0.28% of Succession Financial's portfolio in Q2 2026, its #35 holding.
  • 5,957 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Succession Financial's 13F filing for Q2 2026, filed 7 Aug 2026.