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Adapt Wealth Advisors’s Microsoft MSFT Stock Holding History

Adapt Wealth Advisors’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 		$662K Sell
1,774
-156
-8% -$63.1K 0.22% 51
2026
Q1 		$714K Sell
1,930
-101
-5% -$42.3K 0.26% 54
2025
Q4 		$982K Buy
2,031
+1
+0% +$501 0.34% 43
2025
Q3 		$1.05M Buy
2,030
+963
+90% +$491K 0.39% 40
2025
Q2 		$531K Buy
1,067
+26
+2% +$11.3K 0.24% 39
2025
Q1 		$391K Sell
1,041
-98
-9% -$40K 0.19% 44
2024
Q4 		$480K Buy
1,139
+36
+3% +$15.3K 0.24% 47
2024
Q3 		$474K Buy
1,103
+15
+1% +$6.41K 0.25% 43
2024
Q2 		$486K Buy
1,088
+398
+58% +$168K 0.3% 44
2024
Q1 		$290K Buy
+690
New +$279K 0.21% 41

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

Adapt Wealth Advisors's MSFT Position: Q2 2026 in Review

Adapt Wealth Advisors reduced its Microsoft (MSFT) stake by 8.1% in Q2 2026, selling an estimated $63.1K and leaving 1,774 shares worth $662K. The position accounts for 0.22% of the portfolio, ranked #51.

Adapt Wealth Advisors first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Adapt Wealth Advisors held 1,774 shares of Microsoft worth $662K as of Q2 2026.
  • Adapt Wealth Advisors sold 156 Microsoft shares in Q2 2026, an estimated $63.1K.
  • Microsoft made up 0.22% of Adapt Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Adapt Wealth Advisors first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
  • Adapt Wealth Advisors's Microsoft position peaked at $1.05M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.