Wheelhouse Advisory Group’s Microsoft MSFT Stock Holding History

Wheelhouse Advisory Group’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	$1.53M	Buy	4,115 +97	+2%	+$39.2K	0.43%	21
2026 Q1	$1.49M	Sell	4,018 -71	-2%	-$29.7K	0.49%	21
2025 Q4	$1.99M	Buy	4,089 +1,840	+82%	+$922K	0.76%	17
2025 Q3	$1.17M	Sell	2,249 -19	-0.8%	-$9.69K	0.5%	18
2025 Q2	$1.13M	Buy	2,268 +354	+18%	+$154K	0.56%	19
2025 Q1	$719K	Sell	1,914 -508	-21%	-$207K	0.41%	21
2024 Q4	$1.02M	Buy	2,422 +111	+5%	+$47.3K	0.61%	19
2024 Q3	$995K	Sell	2,311 -69	-3%	-$29.5K	0.64%	18
2024 Q2	$1.09M	Buy	2,380 +362	+18%	+$153K	0.77%	15
2024 Q1	$849K	Buy	2,018 +522	+35%	+$211K	0.65%	17
2023 Q4	$563K	Buy	+1,496	New	+$532K	0.49%	22

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

Wheelhouse Advisory Group's MSFT Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Microsoft (MSFT) stake by 2.4% in Q2 2026, buying an estimated $39.2K and bringing the position to 4,115 shares worth $1.53M. The position accounts for 0.43% of the portfolio, ranked #21.

Wheelhouse Advisory Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.99M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wheelhouse Advisory Group held 4,115 shares of Microsoft worth $1.53M as of Q2 2026.
Wheelhouse Advisory Group bought 97 Microsoft shares in Q2 2026, an estimated $39.2K.
Microsoft made up 0.43% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #21 holding.
Wheelhouse Advisory Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Wheelhouse Advisory Group's Microsoft position peaked at $1.99M in Q4 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.