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Yukon Wealth Management’s Microsoft MSFT Stock Holding History

Yukon 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 		$8.26M Buy
22,139
+17,299
+357% +$7M 2.36% 10
2026
Q1 		$1.79M Buy
4,840
+258
+6% +$108K 1.07% 25
2025
Q4 		$1.9M Sell
4,582
-15,602
-77% -$7.82M 1.09% 25
2025
Q3 		$10.5M Buy
20,184
+299
+2% +$153K 3.43% 7
2025
Q2 		$9.89M Buy
19,885
+815
+4% +$354K 3.54% 7
2025
Q1 		$7.16M Buy
+19,070
New +$7.77M 2.97% 7

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

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

Yukon Wealth Management increased its Microsoft (MSFT) stake by 357% in Q2 2026, buying an estimated $7M and bringing the position to 22,139 shares worth $8.26M. The position accounts for 2.36% of the portfolio, ranked #10.

Yukon Wealth Management first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.5M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Yukon Wealth Management held 22,139 shares of Microsoft worth $8.26M as of Q2 2026.
  • Yukon Wealth Management bought 17,299 Microsoft shares in Q2 2026, an estimated $7M.
  • Microsoft made up 2.36% of Yukon Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Yukon Wealth Management first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
  • Yukon Wealth Management's Microsoft position peaked at $10.5M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.