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Alliance Wealth Advisors (Pennsylvania)’s Microsoft MSFT Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$3.74M Buy
10,027
+136
+1% +$55K 1.22% 14
2026
Q1 		$3.66M Buy
9,891
+524
+6% +$219K 1.6% 12
2025
Q4 		$4.53M Sell
9,367
-108
-1% -$54.1K 1.97% 10
2025
Q3 		$4.91M Sell
9,475
-54
-0.6% -$27.5K 2.2% 9
2025
Q2 		$4.74M Sell
9,529
-181
-2% -$78.6K 2.42% 8
2025
Q1 		$3.65M Buy
9,710
+381
+4% +$155K 2.07% 10
2024
Q4 		$3.93M Sell
9,329
-38
-0.4% -$16.2K 2.2% 7
2024
Q3 		$4.03M Sell
9,367
-43
-0.5% -$18.4K 2.3% 7
2024
Q2 		$4.21M Sell
9,410
-44
-0.5% -$18.6K 2.65% 6
2024
Q1 		$3.98M Sell
9,454
-113
-1% -$45.7K 2.51% 6
2023
Q4 		$3.6M Sell
9,567
-387
-4% -$138K 2.38% 8
2023
Q3 		$3.14M Sell
9,954
-77
-0.8% -$25.4K 2.27% 8
2023
Q2 		$3.42M Sell
10,031
-666
-6% -$209K 2.43% 9
2023
Q1 		$3.08M Buy
10,697
+2,435
+29% +$621K 2.31% 8
2022
Q4 		$1.98M Sell
8,262
-687
-8% -$165K 1.65% 16
2022
Q3 		$2.08M Sell
8,949
-436
-5% -$115K 1.94% 14
2022
Q2 		$2.41M Buy
9,385
+437
+5% +$119K 2.08% 12
2022
Q1 		$2.76M Buy
8,948
+45
+0.5% +$13.5K 2.29% 10
2021
Q4 		$2.99M Buy
8,903
+109
+1% +$35.3K 2.44% 8
2021
Q3 		$2.48M Sell
8,794
-98
-1% -$28.5K 2.2% 11
2021
Q2 		$2.41M Buy
8,892
+175
+2% +$44.5K 2.17% 12
2021
Q1 		$2.06M Sell
8,717
-49
-0.6% -$11.4K 2.03% 14
2020
Q4 		$1.95M Buy
+8,766
New +$1.88M 2.05% 17

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

Alliance Wealth Advisors (Pennsylvania)'s MSFT Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Microsoft (MSFT) stake by 1.4% in Q2 2026, buying an estimated $55K and bringing the position to 10,027 shares worth $3.74M. The position accounts for 1.22% of the portfolio, ranked #14.

Alliance Wealth Advisors (Pennsylvania) first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.91M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 10,027 shares of Microsoft worth $3.74M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) bought 136 Microsoft shares in Q2 2026, an estimated $55K.
  • Microsoft made up 1.22% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #14 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Microsoft position peaked at $4.91M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.