Veridan Wealth’s Microsoft MSFT Stock Holding History

Veridan 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	$1.45M	Sell	3,875 -61	-2%	-$24.7K	0.49%	40
2026 Q1	$1.46M	Buy	3,936 +418	+12%	+$175K	0.54%	40
2025 Q4	$1.7M	Buy	3,518 +9	+0.3%	+$4.51K	0.57%	39
2025 Q3	$1.82M	Buy	+3,509	New	+$1.79M	0.63%	36
2025 Q1	$1.31M	Buy	3,489 +70	+2%	+$28.5K	0.59%	38
2024 Q4	$1.4M	Buy	+3,419	New	+$1.46M	0.66%	38
2024 Q2	$1.82M	Buy	+3,650	New	+$1.54M	0.73%	36

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

Veridan Wealth's MSFT Position: Q2 2026 in Review

Veridan Wealth reduced its Microsoft (MSFT) stake by 1.5% in Q2 2026, selling an estimated $24.7K and leaving 3,875 shares worth $1.45M. The position accounts for 0.49% of the portfolio, ranked #40.

Veridan Wealth first reported a position in MSFT in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q3 2025. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Veridan Wealth held 3,875 shares of Microsoft worth $1.45M as of Q2 2026.
Veridan Wealth sold 61 Microsoft shares in Q2 2026, an estimated $24.7K.
Microsoft made up 0.49% of Veridan Wealth's portfolio in Q2 2026, its #40 holding.
Veridan Wealth first reported a position in Microsoft in Q2 2024 and has held it in 7 quarters since.
Veridan Wealth's Microsoft position peaked at $1.82M in Q3 2025.
6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.