WWC
MSFT icon

Waypoint Wealth Counsel’s Microsoft MSFT Stock Holding History

Waypoint Wealth Counsel’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 		$5.37M Sell
14,395
-507
-3% -$205K 3.36% 8
2026
Q1 		$5.52M Sell
14,902
-3,257
-18% -$1.36M 2.85% 9
2025
Q4 		$8.78M Sell
18,159
-209
-1% -$105K 3.22% 8
2025
Q3 		$9.51M Buy
18,368
+210
+1% +$107K 3.76% 5
2025
Q2 		$9.03M Buy
18,158
+1,395
+8% +$606K 4.48% 4
2025
Q1 		$6.29M Buy
16,763
+531
+3% +$216K 3.95% 8
2024
Q4 		$6.84M Buy
16,232
+338
+2% +$144K 4.46% 7
2024
Q3 		$6.84M Buy
15,894
+696
+5% +$298K 4.6% 8
2024
Q2 		$6.79M Buy
15,198
+135
+0.9% +$57K 5.2% 6
2024
Q1 		$6.34M Buy
15,063
+172
+1% +$69.6K 4.89% 6
2023
Q4 		$5.6M Sell
14,891
-117
-0.8% -$41.6K 4.77% 5
2023
Q3 		$4.74M Buy
15,008
+156
+1% +$51.5K 4.47% 5
2023
Q2 		$5.06M Sell
14,852
-1,774
-11% -$556K 4.52% 6
2023
Q1 		$4.79M Buy
16,626
+250
+2% +$63.8K 3.72% 7
2022
Q4 		$3.93M Buy
+16,376
New +$3.93M 3.16% 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

Waypoint Wealth Counsel's MSFT Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Microsoft (MSFT) stake by 3.4% in Q2 2026, selling an estimated $205K and leaving 14,395 shares worth $5.37M. The position accounts for 3.36% of the portfolio, ranked #8.

Waypoint Wealth Counsel first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.51M in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Waypoint Wealth Counsel held 14,395 shares of Microsoft worth $5.37M as of Q2 2026.
  • Waypoint Wealth Counsel sold 507 Microsoft shares in Q2 2026, an estimated $205K.
  • Microsoft made up 3.36% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #8 holding.
  • Waypoint Wealth Counsel first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Waypoint Wealth Counsel's Microsoft position peaked at $9.51M in Q3 2025.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.