AFAS
MSFT icon

Acorn Financial Advisory Services’s Microsoft MSFT Stock Holding History

Acorn Financial Advisory Services’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
5,102
+125
+3% +$50.6K 0.25% 47
2026
Q1 		$1.84M Sell
4,977
-4,505
-48% -$1.89M 0.25% 45
2025
Q4 		$4.59M Sell
9,482
-362
-4% -$181K 0.68% 19
2025
Q3 		$5.1M Sell
9,844
-645
-6% -$329K 0.78% 17
2025
Q2 		$5.22M Sell
10,489
-196
-2% -$85.1K 0.86% 18
2025
Q1 		$4.01M Sell
10,685
-1,894
-15% -$772K 0.73% 20
2024
Q4 		$5.3M Sell
12,579
-448
-3% -$191K 0.87% 15
2024
Q3 		$5.61M Buy
13,027
+100
+0.8% +$42.7K 0.99% 14
2024
Q2 		$5.78M Sell
12,927
-171
-1% -$72.2K 1.08% 14
2024
Q1 		$5.51M Sell
13,098
-3,043
-19% -$1.23M 1.04% 14
2023
Q4 		$6.04M Sell
16,141
-2,048
-11% -$729K 1.06% 13
2023
Q3 		$5.76M Buy
18,189
+3,339
+22% +$1.1M 1.03% 15
2023
Q2 		$5.06M Sell
14,850
-209
-1% -$65.5K 0.9% 14
2023
Q1 		$4.34M Buy
15,059
+1,454
+11% +$371K 0.84% 15
2022
Q4 		$3.26M Buy
13,605
+1,264
+10% +$303K 0.69% 17
2022
Q3 		$2.87M Buy
12,341
+107
+0.9% +$28.3K 0.69% 18
2022
Q2 		$3.14M Buy
12,234
+146
+1% +$39.6K 0.75% 17
2022
Q1 		$3.73M Sell
12,088
-56
-0.5% -$16.8K 0.75% 17
2021
Q4 		$4.08M Sell
12,144
-1,305
-10% -$423K 0.82% 17
2021
Q3 		$3.79M Sell
13,449
-40,470
-75% -$11.8M 1.17% 16
2021
Q2 		$14.6M Buy
53,919
+72
+0.1% +$18.3K 4.31% 3
2021
Q1 		$12.8M Buy
53,847
+5,255
+11% +$1.22M 4.66% 3
2020
Q4 		$10.8M Buy
48,592
+35,805
+280% +$7.7M 4.24% 3
2020
Q3 		$2.69M Sell
12,787
-252
-2% -$52.9K 1.41% 12
2020
Q2 		$2.65M Buy
13,039
+501
+4% +$90.9K 1.85% 4
2020
Q1 		$1.98M Buy
12,538
+953
+8% +$157K 1.96% 4
2019
Q4 		$1.83M Buy
+11,585
New +$1.7M 1.53% 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

Acorn Financial Advisory Services's MSFT Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its Microsoft (MSFT) stake by 2.5% in Q2 2026, buying an estimated $50.6K and bringing the position to 5,102 shares worth $1.9M. The position accounts for 0.25% of the portfolio, ranked #47.

Acorn Financial Advisory Services first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.6M in Q2 2021. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Acorn Financial Advisory Services held 5,102 shares of Microsoft worth $1.9M as of Q2 2026.
  • Acorn Financial Advisory Services bought 125 Microsoft shares in Q2 2026, an estimated $50.6K.
  • Microsoft made up 0.25% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #47 holding.
  • Acorn Financial Advisory Services first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Acorn Financial Advisory Services's Microsoft position peaked at $14.6M in Q2 2021.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.