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Twin City Private Wealth’s Microsoft MSFT Stock Holding History

Twin City Private Wealth’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 		$3.42M Buy
9,160
+69
+0.8% +$27.9K 2.4% 7
2026
Q1 		$3.37M Buy
9,091
+1,512
+20% +$633K 2.55% 4
2025
Q4 		$3.67M Buy
7,579
+357
+5% +$179K 2.77% 4
2025
Q3 		$3.74M Buy
7,222
+630
+10% +$321K 2.92% 3
2025
Q2 		$3.28M Sell
6,592
-641
-9% -$278K 2.68% 4
2025
Q1 		$2.72M Buy
7,233
+578
+9% +$236K 2.39% 6
2024
Q4 		$2.8M Sell
6,655
-11
-0.2% -$4.68K 2.48% 6
2024
Q3 		$2.87M Buy
6,666
+418
+7% +$179K 2.49% 5
2024
Q2 		$2.79M Buy
6,248
+403
+7% +$170K 2.64% 4
2024
Q1 		$2.46M Buy
+5,845
New +$2.37M 2.42% 5

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

Twin City Private Wealth's MSFT Position: Q2 2026 in Review

Twin City Private Wealth increased its Microsoft (MSFT) stake by 0.76% in Q2 2026, buying an estimated $27.9K and bringing the position to 9,160 shares worth $3.42M. The position accounts for 2.4% of the portfolio, ranked #7.

Twin City Private Wealth first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.74M in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Twin City Private Wealth held 9,160 shares of Microsoft worth $3.42M as of Q2 2026.
  • Twin City Private Wealth bought 69 Microsoft shares in Q2 2026, an estimated $27.9K.
  • Microsoft made up 2.4% of Twin City Private Wealth's portfolio in Q2 2026, its #7 holding.
  • Twin City Private Wealth first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
  • Twin City Private Wealth's Microsoft position peaked at $3.74M in Q3 2025.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.