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Wealth Enhancement Trust Services’s Microsoft MSFT Stock Holding History

Wealth Enhancement Trust Services’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 		$21.3M Sell
57,131
-3,948
-6% -$1.6M 2.37% 7
2026
Q1 		$22.6M Buy
61,079
+4,868
+9% +$2.04M 2.74% 5
2025
Q4 		$27.2M Buy
+56,211
New +$28.2M 3.43% 4

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Wealth Enhancement Trust Services's MSFT Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Microsoft (MSFT) stake by 6.5% in Q2 2026, selling an estimated $1.6M and leaving 57,131 shares worth $21.3M. The position accounts for 2.37% of the portfolio, ranked #7.

Wealth Enhancement Trust Services first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.2M in Q4 2025. 4,952 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wealth Enhancement Trust Services held 57,131 shares of Microsoft worth $21.3M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 3,948 Microsoft shares in Q2 2026, an estimated $1.6M.
  • Microsoft made up 2.37% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #7 holding.
  • Wealth Enhancement Trust Services first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Microsoft position peaked at $27.2M in Q4 2025.
  • 4,952 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.