Woodside Wealth Management’s Microsoft MSFT Stock Holding History

Woodside 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	$621K	Hold	1,665	–	–	0.43%	26
2026 Q1	$616K	Hold	1,665	–	–	0.48%	24
2025 Q4	$805K	Hold	1,665	–	–	0.6%	23
2025 Q3	$862K	Hold	1,665	–	–	0.68%	23
2025 Q2	$828K	Hold	1,665	–	–	0.71%	23
2025 Q1	$625K	Buy	+1,665	New	+$679K	0.58%	26

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

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

Woodside Wealth Management held its Microsoft (MSFT) position steady in Q2 2026 at 1,665 shares worth $621K. The position accounts for 0.43% of the portfolio, ranked #26.

Woodside Wealth Management first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $862K in Q3 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Woodside Wealth Management held 1,665 shares of Microsoft worth $621K as of Q2 2026.
Woodside Wealth Management left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.43% of Woodside Wealth Management's portfolio in Q2 2026, its #26 holding.
Woodside Wealth Management first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
Woodside Wealth Management's Microsoft position peaked at $862K in Q3 2025.
6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Woodside Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.