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Total Clarity Wealth Management’s Microsoft MSFT Stock Holding History

Total Clarity 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 		$3.33M Sell
8,915
-1,744
-16% -$706K 0.65% 34
2026
Q1 		$3.95M Sell
10,659
-183
-2% -$76.6K 0.93% 30
2025
Q4 		$5.24M Buy
10,842
+92
+0.9% +$46.1K 1.27% 17
2025
Q3 		$5.57M Sell
10,750
-53
-0.5% -$27K 1.48% 14
2025
Q2 		$5.37M Sell
10,803
-680
-6% -$295K 1.54% 11
2025
Q1 		$4.84M Hold
11,483
– – 1.58% 10
2024
Q4 		$4.84M Sell
11,483
-46
-0.4% -$19.6K 1.57% 10
2024
Q3 		$4.96M Sell
11,529
-2,384
-17% -$1.02M 1.6% 8
2024
Q2 		$6.22M Buy
13,913
+484
+4% +$204K 2.16% 5
2024
Q1 		$5.65M Buy
13,429
+964
+8% +$390K 1.96% 7
2023
Q4 		$4.69M Sell
12,465
-82
-0.7% -$29.2K 1.92% 8
2023
Q3 		$3.96M Sell
12,547
-177
-1% -$58.5K 1.91% 8
2023
Q2 		$4.33M Buy
12,724
+340
+3% +$107K 2.15% 5
2023
Q1 		$3.57M Sell
12,384
-5,805
-32% -$1.48M 1.94% 5
2022
Q4 		$4.36M Buy
18,189
+366
+2% +$87.8K 2.22% 3
2022
Q3 		$4.15M Sell
17,823
-307
-2% -$81.1K 2.59% 1
2022
Q2 		$4.66M Buy
18,130
+2,580
+17% +$700K 2.41% 1
2022
Q1 		$4.79M Buy
15,550
+313
+2% +$94.2K 2.63% 2
2021
Q4 		$5.13M Sell
15,237
-78
-0.5% -$25.3K 2.33% 2
2021
Q3 		$4.32M Sell
15,315
-172
-1% -$50K 2.05% 2
2021
Q2 		$4.2M Buy
15,487
+1,660
+12% +$422K 2.34% 2
2021
Q1 		$3.26M Buy
13,827
+162
+1% +$37.6K 1.87% 7
2020
Q4 		$3.04M Buy
13,665
+44
+0.3% +$9.46K 2.11% 10
2020
Q3 		$2.87M Sell
13,621
-113
-0.8% -$23.7K 2.5% 10
2020
Q2 		$2.79M Buy
13,734
+431
+3% +$78.2K 2.57% 7
2020
Q1 		$2.1M Sell
13,303
-591
-4% -$97.2K 3.24% 3
2019
Q4 		$2.19M Buy
+13,894
New +$2.04M 1.64% 13

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

Total Clarity Wealth Management's MSFT Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Microsoft (MSFT) stake by 16% in Q2 2026, selling an estimated $706K and leaving 8,915 shares worth $3.33M. The position accounts for 0.65% of the portfolio, ranked #34.

Total Clarity Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.22M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Total Clarity Wealth Management held 8,915 shares of Microsoft worth $3.33M as of Q2 2026.
  • Total Clarity Wealth Management sold 1,744 Microsoft shares in Q2 2026, an estimated $706K.
  • Microsoft made up 0.65% of Total Clarity Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Total Clarity Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Total Clarity Wealth Management's Microsoft position peaked at $6.22M in Q2 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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