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Thryve Wealth Management’s Microsoft MSFT Stock Holding History

Thryve 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 		$267K Sell
715
-156
-18% -$63.1K 0.15% 36
2026
Q1 		$322K Sell
871
-5,035
-85% -$2.11M 0.22% 35
2025
Q4 		$2.86M Buy
+5,906
New +$2.96M 1.41% 18

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

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

Thryve Wealth Management reduced its Microsoft (MSFT) stake by 18% in Q2 2026, selling an estimated $63.1K and leaving 715 shares worth $267K. The position accounts for 0.15% of the portfolio, ranked #36.

Thryve Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.86M in Q4 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Thryve Wealth Management held 715 shares of Microsoft worth $267K as of Q2 2026.
  • Thryve Wealth Management sold 156 Microsoft shares in Q2 2026, an estimated $63.1K.
  • Microsoft made up 0.15% of Thryve Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Thryve Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Thryve Wealth Management's Microsoft position peaked at $2.86M in Q4 2025.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Thryve Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.