W
MSFT icon

WealthCollab’s Microsoft MSFT Stock Holding History

WealthCollab’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 		$2.5M Buy
6,689
+329
+5% +$133K 0.9% 24
2026
Q1 		$2.35M Sell
6,360
-3,081
-33% -$1.29M 0.97% 23
2025
Q4 		$4.57M Buy
9,441
+2,806
+42% +$1.41M 1.87% 14
2025
Q3 		$3.44M Hold
6,635
– – 1.58% 17
2025
Q2 		$3.3M Buy
6,635
+221
+3% +$96K 1.84% 16
2025
Q1 		$2.41M Buy
6,414
+22
+0.3% +$8.97K 1.49% 18
2024
Q4 		$2.69M Sell
6,392
-57
-0.9% -$24.3K 1.72% 17
2024
Q3 		$2.78M Sell
6,449
-429
-6% -$183K 1.82% 16
2024
Q2 		$3.07M Hold
6,878
– – 2.21% 15
2024
Q1 		$2.89M Sell
6,878
-9
-0.1% -$3.64K 2.14% 15
2023
Q4 		$2.59M Buy
+6,887
New +$2.45M 2.02% 15

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

WealthCollab's MSFT Position: Q2 2026 in Review

WealthCollab increased its Microsoft (MSFT) stake by 5.2% in Q2 2026, buying an estimated $133K and bringing the position to 6,689 shares worth $2.5M. The position accounts for 0.9% of the portfolio, ranked #24.

WealthCollab first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.57M in Q4 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • WealthCollab held 6,689 shares of Microsoft worth $2.5M as of Q2 2026.
  • WealthCollab bought 329 Microsoft shares in Q2 2026, an estimated $133K.
  • Microsoft made up 0.9% of WealthCollab's portfolio in Q2 2026, its #24 holding.
  • WealthCollab first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • WealthCollab's Microsoft position peaked at $4.57M in Q4 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.