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TD Private Client Wealth’s Microsoft MSFT Stock Holding History

TD Private Client 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 		$40M Sell
107,255
-10,820
-9% -$4.38M 0.74% 28
2026
Q1 		$43.7M Sell
118,075
-2,992
-2% -$1.25M 0.91% 23
2025
Q4 		$58.6M Sell
121,067
-343
-0.3% -$172K 1.25% 14
2025
Q3 		$62.9M Sell
121,410
-1,127
-0.9% -$575K 1.42% 13
2025
Q2 		$61M Sell
122,537
-2,113
-2% -$918K 1.5% 13
2025
Q1 		$46.8M Buy
124,650
+5,911
+5% +$2.41M 1.29% 14
2024
Q4 		$50M Sell
118,739
-6,235
-5% -$2.66M 1.4% 14
2024
Q3 		$53.8M Buy
124,974
+5,192
+4% +$2.22M 1.55% 10
2024
Q2 		$53.7M Sell
119,782
-5,532
-4% -$2.34M 1.69% 10
2024
Q1 		$52.9M Sell
125,314
-7,424
-6% -$3.01M 1.73% 10
2023
Q4 		$50M Buy
132,738
+499
+0.4% +$178K 1.81% 9
2023
Q3 		$41.9M Sell
132,239
-3,354
-2% -$1.11M 1.81% 7
2023
Q2 		$46.3M Sell
135,593
-16,598
-11% -$5.2M 2% 6
2023
Q1 		$43.9M Sell
152,191
-12,480
-8% -$3.18M 1.97% 6
2022
Q4 		$39.6M Sell
164,671
-9,735
-6% -$2.34M 1.87% 8
2022
Q3 		$40.7M Sell
174,406
-4,905
-3% -$1.3M 2.08% 5
2022
Q2 		$46.1M Buy
179,311
+5,463
+3% +$1.48M 2.25% 5
2022
Q1 		$53.7M Buy
173,848
+15,385
+10% +$4.63M 2.29% 5
2021
Q4 		$53.3M Sell
158,463
-32,023
-17% -$10.4M 2.21% 5
2021
Q3 		$53.7M Sell
190,486
-19,361
-9% -$5.63M 2.3% 5
2021
Q2 		$56.8M Sell
209,847
-8,218
-4% -$2.09M 2.43% 5
2021
Q1 		$51.4M Buy
218,065
+3,837
+2% +$890K 2.4% 4
2020
Q4 		$47.6M Sell
214,228
-7,523
-3% -$1.62M 2.42% 4
2020
Q3 		$46.6M Sell
221,751
-10,949
-5% -$2.3M 2.61% 3
2020
Q2 		$47.4M Buy
232,700
+12,858
+6% +$2.33M 2.77% 3
2020
Q1 		$34.7M Buy
219,842
+4,688
+2% +$771K 2.48% 3
2019
Q4 		$34M Buy
+215,154
New +$31.6M 2.03% 5

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

TD Private Client Wealth's MSFT Position: Q2 2026 in Review

TD Private Client Wealth reduced its Microsoft (MSFT) stake by 9.2% in Q2 2026, selling an estimated $4.38M and leaving 107,255 shares worth $40M. The position accounts for 0.74% of the portfolio, ranked #28.

TD Private Client Wealth first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $62.9M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • TD Private Client Wealth held 107,255 shares of Microsoft worth $40M as of Q2 2026.
  • TD Private Client Wealth sold 10,820 Microsoft shares in Q2 2026, an estimated $4.38M.
  • Microsoft made up 0.74% of TD Private Client Wealth's portfolio in Q2 2026, its #28 holding.
  • TD Private Client Wealth first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Microsoft position peaked at $62.9M in Q3 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.