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Wealth Effects’s Microsoft MSFT Stock Holding History

Wealth Effects’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 		$6.41M Buy
17,183
+261
+2% +$106K 1.73% 12
2026
Q1 		$6.26M Buy
16,922
+397
+2% +$166K 2.22% 10
2025
Q4 		$7.99M Sell
16,525
-141
-0.8% -$70.7K 2.5% 9
2025
Q3 		$8.63M Sell
16,666
-283
-2% -$144K 2.78% 7
2025
Q2 		$8.43M Sell
16,949
-749
-4% -$325K 3.15% 7
2025
Q1 		$6.64M Sell
17,698
-1,232
-7% -$502K 2.79% 8
2024
Q4 		$7.98M Sell
18,930
-698
-4% -$297K 2.83% 6
2024
Q3 		$8.45M Sell
19,628
-308
-2% -$132K 2.96% 5
2024
Q2 		$8.91M Sell
19,936
-331
-2% -$140K 3.23% 5
2024
Q1 		$8.53M Sell
20,267
-525
-3% -$213K 3.15% 5
2023
Q4 		$7.82M Buy
20,792
+572
+3% +$204K 2.94% 5
2023
Q3 		$6.38M Sell
20,220
-404
-2% -$133K 3.15% 5
2023
Q2 		$7.02M Sell
20,624
-1,027
-5% -$322K 3.09% 5
2023
Q1 		$6.24M Buy
21,651
+495
+2% +$126K 3.2% 4
2022
Q4 		$5.07M Sell
21,156
-357
-2% -$85.7K 2.9% 4
2022
Q3 		$5.01M Sell
21,513
-8
-0% -$2.11K 3.06% 5
2022
Q2 		$5.53M Buy
21,521
+1,104
+5% +$300K 3.33% 4
2022
Q1 		$6.29M Buy
20,417
+273
+1% +$82.1K 2.94% 6
2021
Q4 		$6.78M Buy
+20,144
New +$6.53M 2.81% 6

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 Effects's MSFT Position: Q2 2026 in Review

Wealth Effects increased its Microsoft (MSFT) stake by 1.5% in Q2 2026, buying an estimated $106K and bringing the position to 17,183 shares worth $6.41M. The position accounts for 1.73% of the portfolio, ranked #12.

Wealth Effects first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.91M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wealth Effects held 17,183 shares of Microsoft worth $6.41M as of Q2 2026.
  • Wealth Effects bought 261 Microsoft shares in Q2 2026, an estimated $106K.
  • Microsoft made up 1.73% of Wealth Effects's portfolio in Q2 2026, its #12 holding.
  • Wealth Effects first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Microsoft position peaked at $8.91M in Q2 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.