WAG
MSFT icon

Wiser Advisor Group’s Microsoft MSFT Stock Holding History

Wiser Advisor 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 		$1.9M Buy
5,094
+759
+18% +$307K 2.08% 20
2026
Q1 		$1.6M Sell
4,335
-192
-4% -$80.3K 1.94% 22
2025
Q4 		$2.19M Buy
4,527
+72
+2% +$36.1K 2.5% 10
2025
Q3 		$2.31M Buy
4,455
+170
+4% +$86.7K 2.87% 9
2025
Q2 		$2.13M Buy
4,285
+172
+4% +$74.7K 3.7% 9
2025
Q1 		$1.54M Buy
4,113
+160
+4% +$65.2K 2.28% 16
2024
Q4 		$1.67M Buy
3,953
+113
+3% +$48.1K 2.42% 15
2024
Q3 		$1.65M Buy
3,840
+308
+9% +$132K 2.47% 13
2024
Q2 		$1.58M Buy
3,532
+88
+3% +$37.2K 2.48% 12
2024
Q1 		$1.45M Buy
3,444
+184
+6% +$74.5K 2.27% 14
2023
Q4 		$1.23M Buy
+3,260
New +$1.16M 2.04% 16

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 $3.37T AUM 44.26% 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

Wiser Advisor Group's MSFT Position: Q2 2026 in Review

Wiser Advisor Group increased its Microsoft (MSFT) stake by 18% in Q2 2026, buying an estimated $307K and bringing the position to 5,094 shares worth $1.9M. The position accounts for 2.08% of the portfolio, ranked #20.

Wiser Advisor Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.31M in Q3 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wiser Advisor Group held 5,094 shares of Microsoft worth $1.9M as of Q2 2026.
  • Wiser Advisor Group bought 759 Microsoft shares in Q2 2026, an estimated $307K.
  • Microsoft made up 2.08% of Wiser Advisor Group's portfolio in Q2 2026, its #20 holding.
  • Wiser Advisor Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Wiser Advisor Group's Microsoft position peaked at $2.31M in Q3 2025.
  • 6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.