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Advisor OS’s Microsoft MSFT Stock Holding History

Advisor OS’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 		$13.8M Sell
37,002
-5,968
-14% -$2.41M 0.92% 22
2026
Q1 		$15.9M Sell
42,970
-209
-0.5% -$87.5K 1.15% 20
2025
Q4 		$20.9M Buy
43,179
+1,086
+3% +$544K 1.68% 13
2025
Q3 		$21.8M Buy
42,093
+2,695
+7% +$1.37M 1.88% 12
2025
Q2 		$19.6M Buy
39,398
+2,967
+8% +$1.29M 1.93% 12
2025
Q1 		$13.7M Sell
36,431
-2,439
-6% -$994K 1.56% 17
2024
Q4 		$16.4M Buy
38,870
+88
+0.2% +$37.5K 1.9% 13
2024
Q3 		$16.7M Buy
38,782
+980
+3% +$419K 1.66% 14
2024
Q2 		$16.9M Buy
37,802
+2,549
+7% +$1.08M 1.85% 10
2024
Q1 		$14.8M Buy
35,253
+2,351
+7% +$952K 1.7% 11
2023
Q4 		$12.4M Buy
32,902
+696
+2% +$248K 1.61% 12
2023
Q3 		$10.2M Buy
32,206
+2,032
+7% +$671K 1.52% 14
2023
Q2 		$10.3M Buy
30,174
+7,677
+34% +$2.41M 1.68% 12
2023
Q1 		$6.49M Buy
22,497
+1,907
+9% +$486K 1.56% 10
2022
Q4 		$4.94M Buy
20,590
+1,258
+7% +$302K 1.31% 14
2022
Q3 		$4.5M Sell
19,332
-4,171
-18% -$1.1M 1.36% 15
2022
Q2 		$6.04M Buy
23,503
+1,650
+8% +$448K 1.76% 10
2022
Q1 		$6.74M Sell
21,853
-9,034
-29% -$2.72M 1.95% 11
2021
Q4 		$10.4M Buy
30,887
+2,851
+10% +$924K 2.12% 9
2021
Q3 		$7.91M Sell
28,036
-85
-0.3% -$24.7K 1.72% 12
2021
Q2 		$7.62M Buy
28,121
+1,733
+7% +$440K 1.58% 14
2021
Q1 		$6.22M Buy
26,388
+2,057
+8% +$477K 1.41% 17
2020
Q4 		$5.41M Buy
24,331
+13,142
+117% +$2.83M 1.45% 17
2020
Q3 		$2.35M Sell
11,189
-1,435
-11% -$301K 0.99% 20
2020
Q2 		$2.57M Buy
+12,624
New +$2.29M 1.53% 13

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

Advisor OS's MSFT Position: Q2 2026 in Review

Advisor OS reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $2.41M and leaving 37,002 shares worth $13.8M. The position accounts for 0.92% of the portfolio, ranked #22.

Advisor OS first reported a position in MSFT in Q2 2020 and has held it in 25 quarters since. The position peaked at $21.8M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Advisor OS held 37,002 shares of Microsoft worth $13.8M as of Q2 2026.
  • Advisor OS sold 5,968 Microsoft shares in Q2 2026, an estimated $2.41M.
  • Microsoft made up 0.92% of Advisor OS's portfolio in Q2 2026, its #22 holding.
  • Advisor OS first reported a position in Microsoft in Q2 2020 and has held it in 25 quarters since.
  • Advisor OS's Microsoft position peaked at $21.8M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.