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Wingate Wealth Advisors’s Microsoft MSFT Stock Holding History

Wingate Wealth Advisors’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 		$750K Hold
2,010
– – 0.33% 62
2026
Q1 		$744K Sell
2,010
-93
-4% -$38.9K 0.4% 59
2025
Q4 		$1.02M Sell
2,103
-119
-5% -$59.6K 0.57% 50
2025
Q3 		$1.15M Buy
2,222
+314
+16% +$160K 0.8% 44
2025
Q2 		$949K Buy
1,908
+127
+7% +$55.2K 0.85% 43
2025
Q1 		$669K Sell
1,781
-587
-25% -$239K 0.77% 46
2024
Q4 		$998K Buy
+2,368
New +$1.01M 0.98% 29

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 $3.38T AUM 44.17% 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

Wingate Wealth Advisors's MSFT Position: Q2 2026 in Review

Wingate Wealth Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 2,010 shares worth $750K. The position accounts for 0.33% of the portfolio, ranked #62.

Wingate Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q3 2025. 6,253 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wingate Wealth Advisors held 2,010 shares of Microsoft worth $750K as of Q2 2026.
  • Wingate Wealth Advisors left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.33% of Wingate Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Wingate Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Wingate Wealth Advisors's Microsoft position peaked at $1.15M in Q3 2025.
  • 6,253 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.