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 Q1	–	Sell	-300	Closed	-$1.07K	–	611
2025 Q4	$1.07K	Hold	300	–	–	﹤0.01%	496
2025 Q3	$736	Hold	300	–	–	﹤0.01%	472
2025 Q2	$1.91K	Buy	+300	New	+$130K	﹤0.01%	453

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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.