Trailhead Planners’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$343K Sell
919
-104
-10% -$42.1K 0.33% 44
2026
Q1
$379K Sell
1,023
-93
-8% -$38.9K 0.36% 37
2025
Q4
$540K Buy
+1,116
New +$559K 0.53% 29

Other funds holding MSFT

Trailhead Planners's MSFT Position: Q2 2026 in Review

Trailhead Planners reduced its Microsoft (MSFT) stake by 10% in Q2 2026, selling an estimated $42.1K and leaving 919 shares worth $343K. The position accounts for 0.33% of the portfolio, ranked #44.

Trailhead Planners first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $540K in Q4 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Trailhead Planners held 919 shares of Microsoft worth $343K as of Q2 2026.
  • Trailhead Planners sold 104 Microsoft shares in Q2 2026, an estimated $42.1K.
  • Microsoft made up 0.33% of Trailhead Planners's portfolio in Q2 2026, its #44 holding.
  • Trailhead Planners first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Trailhead Planners's Microsoft position peaked at $540K in Q4 2025.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.