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Aire Advisors’s Microsoft MSFT Stock Holding History

Aire 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 		$4.09M Sell
10,965
-202
-2% -$81.7K 0.67% 35
2026
Q1 		$4.13M Buy
11,167
+421
+4% +$176K 0.76% 34
2025
Q4 		$5.2M Sell
10,746
-562
-5% -$282K 0.95% 29
2025
Q3 		$5.86M Buy
11,308
+220
+2% +$112K 1.06% 27
2025
Q2 		$5.52M Buy
11,088
+147
+1% +$63.8K 1.07% 28
2025
Q1 		$4.11M Sell
10,941
-2,158
-16% -$880K 0.86% 33
2024
Q4 		$5.52M Buy
13,099
+309
+2% +$132K 1.14% 26
2024
Q3 		$5.5M Sell
12,790
-410
-3% -$175K 1.22% 25
2024
Q2 		$5.9M Buy
13,200
+2,550
+24% +$1.08M 1.35% 21
2024
Q1 		$4.49M Buy
10,650
+161
+2% +$65.2K 1.01% 27
2023
Q4 		$3.95M Sell
10,489
-159
-1% -$56.6K 0.98% 28
2023
Q3 		$3.36M Buy
10,648
+640
+6% +$211K 0.9% 29
2023
Q2 		$3.41M Buy
10,008
+363
+4% +$114K 0.9% 28
2023
Q1 		$2.78M Buy
9,645
+1,324
+16% +$338K 0.78% 35
2022
Q4 		$1.99M Sell
8,321
-1,709
-17% -$410K 0.61% 36
2022
Q3 		$2.34M Buy
10,030
+784
+8% +$207K 0.81% 31
2022
Q2 		$2.38M Sell
9,246
-422
-4% -$115K 0.85% 29
2022
Q1 		$2.98M Buy
9,668
+1,952
+25% +$587K 1.06% 25
2021
Q4 		$2.59M Buy
+7,716
New +$2.5M 1.12% 20

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

Aire Advisors's MSFT Position: Q2 2026 in Review

Aire Advisors reduced its Microsoft (MSFT) stake by 1.8% in Q2 2026, selling an estimated $81.7K and leaving 10,965 shares worth $4.09M. The position accounts for 0.67% of the portfolio, ranked #35.

Aire Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.9M in Q2 2024. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aire Advisors held 10,965 shares of Microsoft worth $4.09M as of Q2 2026.
  • Aire Advisors sold 202 Microsoft shares in Q2 2026, an estimated $81.7K.
  • Microsoft made up 0.67% of Aire Advisors's portfolio in Q2 2026, its #35 holding.
  • Aire Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Aire Advisors's Microsoft position peaked at $5.9M in Q2 2024.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.