Surience Private Wealth’s Microsoft MSFT Stock Holding History

Surience Private Wealth’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	$357K	Sell	956 -6,446	-87%	-$2.61M	0.31%	41
2026 Q1	$2.74M	Buy	7,402 +6,450	+678%	+$2.7M	2.94%	11
2025 Q4	$460K	Buy	952 +250	+36%	+$125K	0.49%	22
2025 Q3	$364K	Sell	702 -372	-35%	-$190K	0.33%	28
2025 Q2	$534K	Sell	1,074 -58	-5%	-$25.2K	0.5%	26
2025 Q1	$425K	Sell	1,132 -9,921	-90%	-$4.04M	0.74%	22
2024 Q4	$4.66M	Buy	11,053 +9,249	+513%	+$3.94M	6.02%	3
2024 Q3	$776K	Hold	1,804	–	–	0.79%	19
2024 Q2	$806K	Hold	1,804	–	–	1.04%	23
2024 Q1	$759K	Sell	1,804 -1,242	-41%	-$503K	0.72%	23
2023 Q4	$1.15M	Buy	3,046 +1,394	+84%	+$496K	1.16%	20
2023 Q3	$522K	Sell	1,652 -1,390	-46%	-$459K	1.01%	17
2023 Q2	$1.04M	Sell	3,042 -6	-0.2%	-$1.88K	1.48%	16
2023 Q1	$879K	Buy	3,048 +1,396	+85%	+$356K	1.29%	14
2022 Q4	$396K	Hold	1,652	–	–	0.53%	19
2022 Q3	$385K	Hold	1,652	–	–	0.99%	13
2022 Q2	$424K	Sell	1,652 -427	-21%	-$116K	0.64%	11
2022 Q1	$641K	Sell	2,079 -256	-11%	-$77K	0.56%	17
2021 Q4	$785K	Buy	+2,335	New	+$757K	0.64%	19

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

Surience Private Wealth's MSFT Position: Q2 2026 in Review

Surience Private Wealth reduced its Microsoft (MSFT) stake by 87% in Q2 2026, selling an estimated $2.61M and leaving 956 shares worth $357K. The position accounts for 0.31% of the portfolio, ranked #41.

Surience Private Wealth first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.66M in Q4 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Surience Private Wealth held 956 shares of Microsoft worth $357K as of Q2 2026.
Surience Private Wealth sold 6,446 Microsoft shares in Q2 2026, an estimated $2.61M.
Microsoft made up 0.31% of Surience Private Wealth's portfolio in Q2 2026, its #41 holding.
Surience Private Wealth first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
Surience Private Wealth's Microsoft position peaked at $4.66M in Q4 2024.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.