5th Street Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$414K Buy
1,110
+400
+56% +$162K 0.16% 38
2026
Q1
$263K Sell
710
-266
-27% -$111K 0.11% 43
2025
Q4
$472K Buy
+976
New +$489K 0.22% 31
2025
Q2
Sell
-730
Closed -$274K 43
2025
Q1
$274K Buy
+730
New +$298K 0.13% 39
2024
Q4
Sell
-753
Closed -$324K 37
2024
Q3
$324K Buy
+753
New +$322K 0.16% 30

Other funds holding MSFT

5th Street Advisors's MSFT Position: Q2 2026 in Review

5th Street Advisors increased its Microsoft (MSFT) stake by 56% in Q2 2026, buying an estimated $162K and bringing the position to 1,110 shares worth $414K. The position accounts for 0.16% of the portfolio, ranked #38.

5th Street Advisors first reported a position in MSFT in Q3 2024 and has held it in 5 quarters since. The position peaked at $472K in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • 5th Street Advisors held 1,110 shares of Microsoft worth $414K as of Q2 2026.
  • 5th Street Advisors bought 400 Microsoft shares in Q2 2026, an estimated $162K.
  • Microsoft made up 0.16% of 5th Street Advisors's portfolio in Q2 2026, its #38 holding.
  • 5th Street Advisors first reported a position in Microsoft in Q3 2024 and has held it in 5 quarters since.
  • 5th Street Advisors's Microsoft position peaked at $472K in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on 5th Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.