Wedbush Fund Advisers’s Microsoft MSFT Stock Holding History

Wedbush Fund Advisers’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	$50M	Buy	134,154 +25,165	+23%	+$10.2M	4.44%	11
2026 Q1	$40.3M	Buy	108,989 +10,865	+11%	+$4.55M	4.67%	6
2025 Q4	$47.5M	Buy	+98,124	New	+$49.2M	4.91%	2

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

Wedbush Fund Advisers's MSFT Position: Q2 2026 in Review

Wedbush Fund Advisers increased its Microsoft (MSFT) stake by 23% in Q2 2026, buying an estimated $10.2M and bringing the position to 134,154 shares worth $50M. The position accounts for 4.44% of the portfolio, ranked #11.

Wedbush Fund Advisers first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,114 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wedbush Fund Advisers held 134,154 shares of Microsoft worth $50M as of Q2 2026.
Wedbush Fund Advisers bought 25,165 Microsoft shares in Q2 2026, an estimated $10.2M.
Microsoft made up 4.44% of Wedbush Fund Advisers's portfolio in Q2 2026, its #11 holding.
Wedbush Fund Advisers first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
6,114 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wedbush Fund Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.