WealthCollab’s Microsoft MSFT Stock Holding History

WealthCollab’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	–	-$145K	–	1027
2025 Q4	–	Hold	–	–	–	102
2025 Q3	–	Hold	–	–	–	86
2025 Q2	–	Hold	–	–	–	78

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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.