Advyzon Investment Management’s Microsoft MSFT Stock Holding History

Advyzon Investment Management’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	$13.2M	Buy	35,442 +4,110	+13%	+$1.66M	0.96%	19
2026 Q1	$11.6M	Buy	31,332 +91	+0.3%	+$38.1K	1.04%	14
2025 Q4	$15.1M	Buy	31,241 +10,011	+47%	+$5.02M	1.75%	6
2025 Q3	$11M	Buy	21,230 +2,259	+12%	+$1.15M	1.89%	8
2025 Q2	$9.44M	Buy	18,971 +6,949	+58%	+$3.02M	2.09%	8
2025 Q1	$4.51M	Buy	12,022 +3,988	+50%	+$1.63M	1.6%	11
2024 Q4	$3.39M	Buy	+8,034	New	+$3.42M	1.31%	14

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

Advyzon Investment Management's MSFT Position: Q2 2026 in Review

Advyzon Investment Management increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $1.66M and bringing the position to 35,442 shares worth $13.2M. The position accounts for 0.96% of the portfolio, ranked #19.

Advyzon Investment Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.1M in Q4 2025. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Advyzon Investment Management held 35,442 shares of Microsoft worth $13.2M as of Q2 2026.
Advyzon Investment Management bought 4,110 Microsoft shares in Q2 2026, an estimated $1.66M.
Microsoft made up 0.96% of Advyzon Investment Management's portfolio in Q2 2026, its #19 holding.
Advyzon Investment Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's Microsoft position peaked at $15.1M in Q4 2025.
6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.