Wiser Wealth Management’s Microsoft MSFT Stock Holding History

Wiser Wealth Management’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	$2M	Buy	5,369 +808	+18%	+$327K	0.38%	22
2026 Q1	$1.69M	Buy	4,561 +208	+5%	+$87K	0.36%	21
2025 Q4	$2.11M	Buy	4,353 +175	+4%	+$87.7K	0.47%	19
2025 Q3	$2.16M	Buy	4,178 +618	+17%	+$315K	0.49%	17
2025 Q2	$1.77M	Buy	3,560 +370	+12%	+$161K	0.44%	19
2025 Q1	$1.2M	Buy	3,190 +104	+3%	+$42.4K	0.34%	24
2024 Q4	$1.3M	Buy	3,086 +532	+21%	+$227K	0.37%	22
2024 Q3	$1.1M	Buy	2,554 +258	+11%	+$110K	0.32%	22
2024 Q2	$1.03M	Buy	2,296 +596	+35%	+$252K	0.32%	21
2024 Q1	$715K	Buy	1,700 +399	+31%	+$162K	0.23%	19
2023 Q4	$479K	Buy	+1,301	New	+$463K	0.17%	26
2023 Q3	–	Sell	-603	Closed	-$205K	–	37
2023 Q2	$205K	Buy	+603	New	+$189K	0.08%	35

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wiser Wealth Management's MSFT Position: Q2 2026 in Review

Wiser Wealth Management increased its Microsoft (MSFT) stake by 18% in Q2 2026, buying an estimated $327K and bringing the position to 5,369 shares worth $2M. The position accounts for 0.38% of the portfolio, ranked #22.

Wiser Wealth Management first reported a position in MSFT in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.16M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Wiser Wealth Management held 5,369 shares of Microsoft worth $2M as of Q2 2026.
Wiser Wealth Management bought 808 Microsoft shares in Q2 2026, an estimated $327K.
Microsoft made up 0.38% of Wiser Wealth Management's portfolio in Q2 2026, its #22 holding.
Wiser Wealth Management first reported a position in Microsoft in Q2 2023 and has held it in 12 quarters since.
Wiser Wealth Management's Microsoft position peaked at $2.16M in Q3 2025.
1,291 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.