Morrissey Wealth Management, LLC’s Microsoft MSFT Stock Holding History

Morrissey Wealth Management, LLC’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	$716K	Buy	+1,384	New	+$560K	0.45%	16

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 $3.38T AUM 44.17% 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

Morrissey Wealth Management, LLC's MSFT Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in Microsoft (MSFT) in Q2 2026: 1,384 shares worth $716K. The stake represents 0.45% of the portfolio and ranks #16 among its holdings.

6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Morrissey Wealth Management, LLC held 1,384 shares of Microsoft worth $716K as of Q2 2026.
Microsoft was a new Morrissey Wealth Management, LLC position in Q2 2026.
Microsoft made up 0.45% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #16 holding.
6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.