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

Alliance Wealth Advisors (Utah)’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 		$4.34M Sell
11,626
-1,261
-10% -$510K 0.82% 19
2026
Q1 		$4.77M Sell
12,887
-4,091
-24% -$1.71M 1.03% 17
2025
Q4 		$8.21M Sell
16,978
-5,545
-25% -$2.78M 1.78% 9
2025
Q3 		$11.7M Sell
22,523
-860
-4% -$439K 2.73% 2
2025
Q2 		$11.6M Buy
23,383
+106
+0.5% +$46K 2.79% 2
2025
Q1 		$8.74M Sell
23,277
-327
-1% -$133K 2.28% 4
2024
Q4 		$9.95M Sell
23,604
-859
-4% -$366K 2.57% 3
2024
Q3 		$10.5M Sell
24,463
-2,609
-10% -$1.12M 2.77% 3
2024
Q2 		$12.1M Buy
27,072
+666
+3% +$281K 3.55% 4
2024
Q1 		$11.1M Buy
26,406
+1,248
+5% +$505K 3.31% 4
2023
Q4 		$9.46M Buy
25,158
+6,906
+38% +$2.46M 3.18% 4
2023
Q3 		$5.76M Buy
18,252
+557
+3% +$184K 2.14% 5
2023
Q2 		$6.03M Sell
17,695
-1,933
-10% -$606K 2.24% 5
2023
Q1 		$5.66M Buy
19,628
+109
+0.6% +$27.8K 2.28% 5
2022
Q4 		$4.68M Buy
+19,519
New +$4.68M 2.1% 4

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 (Utah)'s MSFT Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Microsoft (MSFT) stake by 9.8% in Q2 2026, selling an estimated $510K and leaving 11,626 shares worth $4.34M. The position accounts for 0.82% of the portfolio, ranked #19.

Alliance Wealth Advisors (Utah) first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.1M in Q2 2024. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 11,626 shares of Microsoft worth $4.34M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 1,261 Microsoft shares in Q2 2026, an estimated $510K.
  • Microsoft made up 0.82% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #19 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Microsoft position peaked at $12.1M in Q2 2024.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.