TriaGen Wealth Management’s Microsoft MSFT Stock Holding History

TriaGen 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
2021 Q1	–	Sell	-2,200	Closed	-$23K	–	179
2020 Q4	$23K	Buy	+2,200	New	+$473K	0.01%	167

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

TriaGen Wealth Management reduced its Microsoft (MSFT) stake by 4.5% in Q2 2026, selling an estimated $111K and leaving 5,779 shares worth $2.16M. The position accounts for 0.54% of the portfolio, ranked #51.

TriaGen Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.32M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

TriaGen Wealth Management held 5,779 shares of Microsoft worth $2.16M as of Q2 2026.
TriaGen Wealth Management sold 274 Microsoft shares in Q2 2026, an estimated $111K.
Microsoft made up 0.54% of TriaGen Wealth Management's portfolio in Q2 2026, its #51 holding.
TriaGen Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
TriaGen Wealth Management's Microsoft position peaked at $3.32M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.