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Alpha Financial Advisors’s Microsoft MSFT Stock Holding History

Alpha Financial 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 		$442K Sell
1,184
-13
-1% -$5.26K 0.12% 54
2026
Q1 		$443K Sell
1,197
-6
-0.5% -$2.51K 0.14% 35
2025
Q4 		$582K Sell
1,203
-112
-9% -$56.1K 0.18% 34
2025
Q3 		$681K Sell
1,315
-42
-3% -$21.4K 0.24% 28
2025
Q2 		$675K Buy
1,357
+461
+51% +$200K 0.26% 26
2025
Q1 		$336K Buy
896
+23
+3% +$9.38K 0.15% 31
2024
Q4 		$368K Buy
873
+2
+0.2% +$852 0.17% 30
2024
Q3 		$375K Buy
871
+7
+0.8% +$2.99K 0.17% 28
2024
Q2 		$386K Hold
864
– – 0.19% 27
2024
Q1 		$364K Hold
864
– – 0.17% 29
2023
Q4 		$325K Buy
+864
New +$308K 0.16% 29

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

Alpha Financial Advisors's MSFT Position: Q2 2026 in Review

Alpha Financial Advisors reduced its Microsoft (MSFT) stake by 1.1% in Q2 2026, selling an estimated $5.26K and leaving 1,184 shares worth $442K. The position accounts for 0.12% of the portfolio, ranked #54.

Alpha Financial Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $681K in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Alpha Financial Advisors held 1,184 shares of Microsoft worth $442K as of Q2 2026.
  • Alpha Financial Advisors sold 13 Microsoft shares in Q2 2026, an estimated $5.26K.
  • Microsoft made up 0.12% of Alpha Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • Alpha Financial Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Alpha Financial Advisors's Microsoft position peaked at $681K in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.