Wealthcare Capital Management’s Microsoft MSFT Stock Holding History

Wealthcare Capital Management’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	$492K	Sell	1,320 -103	-7%	-$41.7K	0.05%	61
2026 Q1	$527K	Hold	1,423	–	–	0.05%	53
2025 Q4	$688K	Sell	1,423 -28	-2%	-$14K	0.07%	48
2025 Q3	$751K	Buy	1,451 +9	+0.6%	+$4.59K	0.08%	44
2025 Q2	$717K	Sell	1,442 -1,676	-54%	-$728K	0.08%	40
2025 Q1	$1.17M	Buy	3,118 +484	+18%	+$197K	0.12%	31
2024 Q4	$1.11M	Buy	2,634 +93	+4%	+$39.6K	0.11%	33
2024 Q3	$1.09M	Buy	2,541 +12	+0.5%	+$5.13K	0.11%	35
2024 Q2	$1.13M	Buy	2,529 +70	+3%	+$29.6K	0.12%	31
2024 Q1	$1.03M	Sell	2,459 -21	-0.8%	-$8.5K	0.11%	34
2023 Q4	$933K	Buy	2,480 +30	+1%	+$10.7K	0.11%	34
2023 Q3	$774K	Buy	2,450 +22	+0.9%	+$7.27K	0.09%	41
2023 Q2	$827K	Buy	2,428 +181	+8%	+$56.7K	0.1%	34
2023 Q1	$648K	Buy	2,247 +6	+0.3%	+$1.53K	0.08%	38
2022 Q4	$537K	Sell	2,241 -1	-0%	-$240	0.07%	44
2022 Q3	$522K	Sell	2,242 -1	-0%	-$264	0.07%	39
2022 Q2	$576K	Sell	2,243 -1,536	-41%	-$417K	0.06%	39
2022 Q1	$1.17M	Buy	3,779 +1,892	+100%	+$569K	0.11%	32
2021 Q4	$635K	Buy	1,887 +5	+0.3%	+$1.62K	0.06%	46
2021 Q3	$531K	Buy	1,882 +67	+4%	+$19.5K	0.05%	47
2021 Q2	$492K	Sell	1,815 -49	-3%	-$12.5K	0.05%	48
2021 Q1	$439K	Buy	1,864 +63	+3%	+$14.6K	0.04%	46
2020 Q4	$401K	Buy	1,801 +301	+20%	+$64.7K	0.04%	46
2020 Q3	$315K	Buy	1,500 +181	+14%	+$38K	0.04%	50
2020 Q2	$268K	Buy	1,319 +637	+93%	+$116K	0.03%	47
2020 Q1	$108K	Sell	682 -431	-39%	-$70.9K	0.01%	66
2019 Q4	$176K	Buy	1,113 +559	+101%	+$82.1K	0.02%	61
2019 Q3	$77K	Buy	554 +1	+0.2%	+$138	0.01%	84
2019 Q2	$74K	Buy	553 +1	+0.2%	+$127	0.01%	84
2019 Q1	$65K	Buy	552 +1	+0.2%	+$109	0.01%	87
2018 Q4	$56K	Sell	551 -519	-49%	-$55.6K	0.01%	86
2018 Q3	$122K	Buy	1,070 +1	+0.1%	+$108	0.01%	60
2018 Q2	$105K	Buy	1,069 +1	+0.1%	+$97	0.01%	64
2018 Q1	$97K	Sell	1,068 -19	-2%	-$1.74K	0.01%	67
2017 Q4	$93K	Buy	1,087 +616	+131%	+$50.5K	0.01%	69
2017 Q3	$35K	Sell	471 -75	-14%	-$5.48K	﹤0.01%	92
2017 Q2	$38K	Buy	546 +1	+0.2%	+$69	﹤0.01%	90
2017 Q1	$36K	Buy	545 +2	+0.4%	+$128	﹤0.01%	93
2016 Q4	$34K	Sell	543 -33	-6%	-$1.99K	﹤0.01%	92
2016 Q3	$33K	Buy	576 +1	+0.2%	+$56	﹤0.01%	89
2016 Q2	$29K	Buy	575 +2	+0.3%	+$104	﹤0.01%	93
2016 Q1	$32K	Buy	573 +2	+0.4%	+$105	﹤0.01%	93
2015 Q4	$32K	Buy	571 +1	+0.2%	+$53	﹤0.01%	98
2015 Q3	$25K	Sell	570 -184	-24%	-$8.26K	﹤0.01%	119
2015 Q2	$33K	Sell	754 -10,977	-94%	-$501K	﹤0.01%	126
2015 Q1	$477K	Buy	11,731 +11,245	+2,314%	+$490K	0.06%	51
2014 Q4	$23K	Buy	486 +36	+8%	+$1.69K	﹤0.01%	112
2014 Q3	$21K	Hold	450	–	–	﹤0.01%	113
2014 Q2	$19K	Buy	450 +114	+34%	+$4.61K	﹤0.01%	108
2014 Q1	$14K	Buy	336 +173	+106%	+$6.49K	﹤0.01%	116
2013 Q4	$6K	Sell	163 -49	-23%	-$1.78K	﹤0.01%	91
2013 Q3	$7K	Buy	212 +1	+0.5%	+$33	﹤0.01%	87
2013 Q2	$7K	Buy	+211	New	+$6.91K	﹤0.01%	90

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealthcare Capital Management's MSFT Position: Q2 2026 in Review

Wealthcare Capital Management reduced its Microsoft (MSFT) stake by 7.2% in Q2 2026, selling an estimated $41.7K and leaving 1,320 shares worth $492K. The position accounts for 0.05% of the portfolio, ranked #61.

Wealthcare Capital Management first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.17M in Q1 2025. 2,371 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wealthcare Capital Management held 1,320 shares of Microsoft worth $492K as of Q2 2026.
Wealthcare Capital Management sold 103 Microsoft shares in Q2 2026, an estimated $41.7K.
Microsoft made up 0.05% of Wealthcare Capital Management's portfolio in Q2 2026, its #61 holding.
Wealthcare Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
Wealthcare Capital Management's Microsoft position peaked at $1.17M in Q1 2025.
2,371 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.