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Summit Wealth Group (Colorado)’s Microsoft MSFT Stock Holding History

Summit Wealth Group (Colorado)’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 		$5.71M Buy
15,314
+894
+6% +$362K 0.47% 32
2026
Q1 		$5.34M Buy
14,420
+5,580
+63% +$2.33M 0.56% 28
2025
Q4 		$4.28M Sell
8,840
-25,626
-74% -$12.8M 0.57% 26
2025
Q3 		$10.9M Buy
34,466
+26,096
+312% +$13.3M 1.15% 16
2025
Q2 		$4.16M Buy
+8,370
New +$3.63M 1.05% 23

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

Summit Wealth Group (Colorado)'s MSFT Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Microsoft (MSFT) stake by 6.2% in Q2 2026, buying an estimated $362K and bringing the position to 15,314 shares worth $5.71M. The position accounts for 0.47% of the portfolio, ranked #32.

Summit Wealth Group (Colorado) first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.9M in Q3 2025. 6,240 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Summit Wealth Group (Colorado) held 15,314 shares of Microsoft worth $5.71M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 894 Microsoft shares in Q2 2026, an estimated $362K.
  • Microsoft made up 0.47% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #32 holding.
  • Summit Wealth Group (Colorado) first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Microsoft position peaked at $10.9M in Q3 2025.
  • 6,240 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.