UFPG
MSFT icon

United Financial Planning Group’s Microsoft MSFT Stock Holding History

United Financial Planning 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 		$726K Hold
1,945
– – 0.37% 27
2026
Q1 		$720K Buy
1,945
+260
+15% +$109K 0.43% 27
2025
Q4 		$815K Buy
1,685
+473
+39% +$237K 0.49% 24
2025
Q3 		$628K Buy
+1,212
New +$618K 0.4% 25

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 $3.38T AUM 44.17% 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

United Financial Planning Group's MSFT Position: Q2 2026 in Review

United Financial Planning Group held its Microsoft (MSFT) position steady in Q2 2026 at 1,945 shares worth $726K. The position accounts for 0.37% of the portfolio, ranked #27.

United Financial Planning Group first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $815K in Q4 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • United Financial Planning Group held 1,945 shares of Microsoft worth $726K as of Q2 2026.
  • United Financial Planning Group left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.37% of United Financial Planning Group's portfolio in Q2 2026, its #27 holding.
  • United Financial Planning Group first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Microsoft position peaked at $815K in Q4 2025.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.