WPW
MSFT icon

Warther Private Wealth’s Microsoft MSFT Stock Holding History

Warther 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 		$2.38M Buy
6,390
+86
+1% +$34.8K 0.52% 29
2026
Q1 		$2.33M Sell
6,304
-1,058
-14% -$443K 0.55% 27
2025
Q4 		$3.56M Buy
7,362
+78
+1% +$39.1K 0.85% 24
2025
Q3 		$3.77M Sell
7,284
-433
-6% -$221K 0.89% 22
2025
Q2 		$3.84M Sell
7,717
-3,144
-29% -$1.37M 1% 18
2025
Q1 		$4.08M Sell
10,861
-9,204
-46% -$3.75M 1.34% 17
2024
Q4 		$8.46M Sell
20,065
-7,800
-28% -$3.32M 2.85% 18
2024
Q3 		$12M Sell
27,865
-7,407
-21% -$3.17M 4.2% 8
2024
Q2 		$15.8M Buy
35,272
+1,634
+5% +$690K 6.17% 4
2024
Q1 		$14.2M Buy
33,638
+699
+2% +$283K 6.32% 4
2023
Q4 		$12.4M Sell
32,939
-1,340
-4% -$477K 6.93% 4
2023
Q3 		$10.8M Sell
34,279
-922
-3% -$305K 7.19% 3
2023
Q2 		$12M Sell
35,201
-113
-0.3% -$35.4K 8.15% 3
2023
Q1 		$10.2M Sell
35,314
-216
-0.6% -$55.1K 7.75% 3
2022
Q4 		$8.52M Sell
35,530
-824
-2% -$198K 6.38% 2
2022
Q3 		$8.47M Buy
36,354
+2,186
+6% +$577K 6.7% 2
2022
Q2 		$8.87M Buy
34,168
+5,172
+18% +$1.4M 6.49% 2
2022
Q1 		$8.97M Buy
28,996
+4,929
+20% +$1.48M 5.85% 2
2021
Q4 		$8.06M Buy
24,067
+3,197
+15% +$1.04M 5.98% 2
2021
Q3 		$6.03M Buy
20,870
+51
+0.2% +$14.8K 5.38% 2
2021
Q2 		$5.66M Buy
+20,819
New +$5.29M 5.49% 2

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

Warther Private Wealth's MSFT Position: Q2 2026 in Review

Warther Private Wealth increased its Microsoft (MSFT) stake by 1.4% in Q2 2026, buying an estimated $34.8K and bringing the position to 6,390 shares worth $2.38M. The position accounts for 0.52% of the portfolio, ranked #29.

Warther Private Wealth first reported a position in MSFT in Q2 2021 and has held it in 21 quarters since. The position peaked at $15.8M in Q2 2024. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Warther Private Wealth held 6,390 shares of Microsoft worth $2.38M as of Q2 2026.
  • Warther Private Wealth bought 86 Microsoft shares in Q2 2026, an estimated $34.8K.
  • Microsoft made up 0.52% of Warther Private Wealth's portfolio in Q2 2026, its #29 holding.
  • Warther Private Wealth first reported a position in Microsoft in Q2 2021 and has held it in 21 quarters since.
  • Warther Private Wealth's Microsoft position peaked at $15.8M in Q2 2024.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Warther Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.