AdviceOne Advisory Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
ATO
UBP
LMFP
AdviceOne Advisory Services's MSFT Position: Q2 2026 in Review
AdviceOne Advisory Services increased its Microsoft (MSFT) stake by 8.3% in Q2 2026, buying an estimated $73.2K and bringing the position to 2,355 shares worth $879K. The position accounts for 0.5% of the portfolio, ranked #12.
AdviceOne Advisory Services first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- AdviceOne Advisory Services held 2,355 shares of Microsoft worth $879K as of Q2 2026.
- AdviceOne Advisory Services bought 181 Microsoft shares in Q2 2026, an estimated $73.2K.
- Microsoft made up 0.5% of AdviceOne Advisory Services's portfolio in Q2 2026, its #12 holding.
- AdviceOne Advisory Services first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
- AdviceOne Advisory Services's Microsoft position peaked at $1.04M in Q4 2025.
- 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.