WDG
MSFT icon

Wealth Dimensions Group’s Microsoft MSFT Stock Holding History

Wealth Dimensions 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 		$6.45M Buy
17,299
+87
+0.5% +$35.2K 1.16% 17
2026
Q1 		$6.37M Buy
17,212
+260
+2% +$109K 1.25% 17
2025
Q4 		$8.2M Sell
16,952
-167
-1% -$83.7K 1.63% 16
2025
Q3 		$8.87M Sell
17,119
-216
-1% -$110K 1.82% 14
2025
Q2 		$8.62M Sell
17,335
-787
-4% -$342K 1.9% 14
2025
Q1 		$6.8M Buy
18,122
+602
+3% +$245K 1.62% 15
2024
Q4 		$7.38M Buy
17,520
+674
+4% +$287K 1.81% 15
2024
Q3 		$7.25M Buy
16,846
+629
+4% +$269K 1.84% 15
2024
Q2 		$7.25M Sell
16,217
-355
-2% -$150K 2.07% 15
2024
Q1 		$6.97M Sell
16,572
-455
-3% -$184K 2.06% 14
2023
Q4 		$6.4M Sell
17,027
-778
-4% -$277K 2.03% 13
2023
Q3 		$5.62M Buy
17,805
+290
+2% +$95.8K 2.04% 11
2023
Q2 		$5.96M Sell
17,515
-182
-1% -$57K 2.17% 11
2023
Q1 		$5.1M Sell
17,697
-1,587
-8% -$405K 1.97% 12
2022
Q4 		$4.62M Buy
19,284
+674
+4% +$162K 1.89% 12
2022
Q3 		$4.33M Sell
18,610
-53
-0.3% -$14K 2.14% 10
2022
Q2 		$4.79M Buy
18,663
+161
+0.9% +$43.7K 2.28% 10
2022
Q1 		$5.7M Buy
18,502
+625
+3% +$188K 2.64% 9
2021
Q4 		$6.01M Sell
17,877
-348
-2% -$113K 2.94% 8
2021
Q3 		$5.14M Buy
18,225
+913
+5% +$266K 3.29% 7
2021
Q2 		$4.69M Buy
17,312
+514
+3% +$131K 3.18% 7
2021
Q1 		$3.96M Buy
16,798
+634
+4% +$147K 3.08% 8
2020
Q4 		$3.6M Buy
+16,164
New +$3.48M 3.1% 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

Wealth Dimensions Group's MSFT Position: Q2 2026 in Review

Wealth Dimensions Group increased its Microsoft (MSFT) stake by 0.51% in Q2 2026, buying an estimated $35.2K and bringing the position to 17,299 shares worth $6.45M. The position accounts for 1.16% of the portfolio, ranked #17.

Wealth Dimensions Group first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.87M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wealth Dimensions Group held 17,299 shares of Microsoft worth $6.45M as of Q2 2026.
  • Wealth Dimensions Group bought 87 Microsoft shares in Q2 2026, an estimated $35.2K.
  • Microsoft made up 1.16% of Wealth Dimensions Group's portfolio in Q2 2026, its #17 holding.
  • Wealth Dimensions Group first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's Microsoft position peaked at $8.87M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.