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Tanager Wealth Management’s Microsoft MSFT Stock Holding History

Tanager 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 		$16.5M Buy
44,118
+149
+0.3% +$60.3K 1.43% 19
2026
Q1 		$16.3M Buy
43,969
+18,589
+73% +$7.78M 1.58% 18
2025
Q4 		$12.3M Buy
25,380
+988
+4% +$495K 1.23% 22
2025
Q3 		$12.6M Buy
24,392
+626
+3% +$319K 1.33% 23
2025
Q2 		$11.8M Sell
23,766
-812
-3% -$353K 1.39% 20
2025
Q1 		$9.23M Buy
24,578
+1,392
+6% +$568K 1.2% 20
2024
Q4 		$9.77M Buy
23,186
+492
+2% +$210K 1.27% 19
2024
Q3 		$9.77M Buy
22,694
+491
+2% +$210K 1.31% 21
2024
Q2 		$9.92M Buy
22,203
+16,051
+261% +$6.78M 1.48% 19
2024
Q1 		$2.59M Buy
6,152
+56
+0.9% +$22.7K 0.42% 30
2023
Q4 		$2.29M Buy
6,096
+101
+2% +$35.9K 0.42% 30
2023
Q3 		$1.89M Buy
5,995
+676
+13% +$223K 0.39% 28
2023
Q2 		$1.81M Sell
5,319
-74
-1% -$23.2K 0.39% 35
2023
Q1 		$1.55M Sell
5,393
-2,083
-28% -$531K 0.37% 34
2022
Q4 		$1.79M Buy
7,476
+6,096
+442% +$1.46M 0.48% 31
2022
Q3 		$321K Hold
1,380
– – 0.25% 31
2022
Q2 		$354K Sell
1,380
-717
-34% -$195K 0.29% 28
2022
Q1 		$647K Sell
2,097
-971
-32% -$292K 0.49% 24
2021
Q4 		$1.03M Buy
+3,068
New +$995K 0.78% 20

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

Tanager Wealth Management's MSFT Position: Q2 2026 in Review

Tanager Wealth Management increased its Microsoft (MSFT) stake by 0.34% in Q2 2026, buying an estimated $60.3K and bringing the position to 44,118 shares worth $16.5M. The position accounts for 1.43% of the portfolio, ranked #19.

Tanager Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Tanager Wealth Management held 44,118 shares of Microsoft worth $16.5M as of Q2 2026.
  • Tanager Wealth Management bought 149 Microsoft shares in Q2 2026, an estimated $60.3K.
  • Microsoft made up 1.43% of Tanager Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Tanager Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.