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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
Q3 		$5.17M Buy
10,085
+58
+0.6% +$26.8K 1.63% 12
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s MSFT Position: Q3 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Microsoft (MSFT) stake by 0.58% in Q3 2026, buying an estimated $26.8K and bringing the position to 10,085 shares worth $5.17M. The position accounts for 1.63% of the portfolio, ranked #12.

Alliance Wealth Advisors (Pennsylvania) first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. 808 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 10,085 shares of Microsoft worth $5.17M as of Q3 2026.
  • Alliance Wealth Advisors (Pennsylvania) bought 58 Microsoft shares in Q3 2026, an estimated $26.8K.
  • Microsoft made up 1.63% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q3 2026, its #12 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • 808 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q3 2026, filed 14 Oct 2026.