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U.S. Wealth Group’s Microsoft MSFT Stock Holding History

U.S. Wealth Group’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 		$5.68M Buy
15,220
+4,292
+39% +$1.74M 3.4% 9
2026
Q1 		$4.05M Sell
10,928
-116
-1% -$48.5K 2.73% 12
2025
Q4 		$5.34M Sell
11,044
-86
-0.8% -$43.1K 3.52% 9
2025
Q3 		$5.76M Sell
11,130
-1,522
-12% -$776K 3.77% 10
2025
Q2 		$6.29M Buy
12,652
+708
+6% +$307K 4.91% 6
2025
Q1 		$4.48M Sell
11,944
-258
-2% -$105K 3.55% 8
2024
Q4 		$5.14M Buy
+12,202
New +$5.2M 3.89% 8

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

U.S. Wealth Group's MSFT Position: Q2 2026 in Review

U.S. Wealth Group increased its Microsoft (MSFT) stake by 39% in Q2 2026, buying an estimated $1.74M and bringing the position to 15,220 shares worth $5.68M. The position accounts for 3.4% of the portfolio, ranked #9.

U.S. Wealth Group first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.29M in Q2 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • U.S. Wealth Group held 15,220 shares of Microsoft worth $5.68M as of Q2 2026.
  • U.S. Wealth Group bought 4,292 Microsoft shares in Q2 2026, an estimated $1.74M.
  • Microsoft made up 3.4% of U.S. Wealth Group's portfolio in Q2 2026, its #9 holding.
  • U.S. Wealth Group first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • U.S. Wealth Group's Microsoft position peaked at $6.29M in Q2 2025.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.