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Topel & Distasi Wealth Management’s Microsoft MSFT Stock Holding History

Topel & Distasi 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 		$705K Buy
1,889
+1,329
+237% +$538K 0.34% 40
2026
Q1 		$207K Sell
560
-346
-38% -$145K 0.11% 58
2025
Q4 		$438K Hold
906
– – 0.21% 49
2025
Q3 		$469K Buy
+906
New +$462K 0.23% 48

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

Topel & Distasi Wealth Management's MSFT Position: Q2 2026 in Review

Topel & Distasi Wealth Management increased its Microsoft (MSFT) stake by 237% in Q2 2026, buying an estimated $538K and bringing the position to 1,889 shares worth $705K. The position accounts for 0.34% of the portfolio, ranked #40.

Topel & Distasi Wealth Management first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Topel & Distasi Wealth Management held 1,889 shares of Microsoft worth $705K as of Q2 2026.
  • Topel & Distasi Wealth Management bought 1,329 Microsoft shares in Q2 2026, an estimated $538K.
  • Microsoft made up 0.34% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Topel & Distasi Wealth Management first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.