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Thrive Wealth Management’s Microsoft MSFT Stock Holding History

Thrive 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 		$7.39M Buy
19,809
+104
+0.5% +$42.1K 0.94% 16
2026
Q1 		$7.29M Sell
19,705
-655
-3% -$274K 1.09% 15
2025
Q4 		$9.85M Sell
20,360
-712
-3% -$357K 1.45% 10
2025
Q3 		$10.9M Sell
21,072
-270
-1% -$138K 1.65% 8
2025
Q2 		$10.6M Buy
21,342
+69
+0.3% +$30K 1.71% 9
2025
Q1 		$7.99M Sell
21,273
-1,313
-6% -$535K 1.53% 8
2024
Q4 		$9.52M Sell
22,586
-971
-4% -$414K 1.71% 7
2024
Q3 		$10.1M Sell
23,557
-406
-2% -$174K 1.86% 7
2024
Q2 		$10.7M Sell
23,963
-816
-3% -$345K 2.1% 6
2024
Q1 		$10.4M Buy
24,779
+393
+2% +$159K 2.15% 6
2023
Q4 		$9.17M Buy
24,386
+6,249
+34% +$2.22M 2.04% 6
2023
Q3 		$5.73M Sell
18,137
-591
-3% -$195K 1.52% 10
2023
Q2 		$6.38M Sell
18,728
-2,572
-12% -$806K 1.65% 9
2023
Q1 		$6.14M Buy
21,300
+7,047
+49% +$1.8M 1.57% 11
2022
Q4 		$3.42M Buy
14,253
+845
+6% +$203K 0.98% 17
2022
Q3 		$3.12M Buy
13,408
+1,554
+13% +$410K 1.09% 12
2022
Q2 		$3.04M Buy
11,854
+2,063
+21% +$560K 1.06% 17
2022
Q1 		$3.02M Buy
9,791
+1,090
+13% +$328K 0.89% 18
2021
Q4 		$2.93M Buy
+8,701
New +$2.82M 1% 11

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Thrive Wealth Management increased its Microsoft (MSFT) stake by 0.53% in Q2 2026, buying an estimated $42.1K and bringing the position to 19,809 shares worth $7.39M. The position accounts for 0.94% of the portfolio, ranked #16.

Thrive Wealth Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.9M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Thrive Wealth Management held 19,809 shares of Microsoft worth $7.39M as of Q2 2026.
  • Thrive Wealth Management bought 104 Microsoft shares in Q2 2026, an estimated $42.1K.
  • Microsoft made up 0.94% of Thrive Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Thrive Wealth Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Microsoft position peaked at $10.9M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.