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Alta Wealth Advisors’s Microsoft MSFT Stock Holding History

Alta Wealth 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 		$4.2M Sell
11,249
-290
-3% -$117K 1.14% 19
2026
Q1 		$4.27M Sell
11,539
-593
-5% -$248K 1.39% 13
2025
Q4 		$5.87M Buy
12,132
+972
+9% +$487K 1.96% 8
2025
Q3 		$5.78M Sell
11,160
-203
-2% -$104K 2.07% 9
2025
Q2 		$5.65M Buy
11,363
+468
+4% +$203K 2.67% 7
2025
Q1 		$4.09M Buy
10,895
+74
+0.7% +$30.2K 1.88% 12
2024
Q4 		$4.56M Buy
10,821
+375
+4% +$160K 2% 10
2024
Q3 		$4.49M Buy
10,446
+692
+7% +$296K 2.05% 11
2024
Q2 		$4.36M Buy
9,754
+120
+1% +$50.7K 2.18% 9
2024
Q1 		$4.05M Buy
9,634
+111
+1% +$44.9K 2.06% 10
2023
Q4 		$3.58M Buy
9,523
+158
+2% +$56.2K 2% 9
2023
Q3 		$2.96M Buy
9,365
+1,259
+16% +$416K 1.81% 14
2023
Q2 		$2.76M Buy
8,106
+716
+10% +$224K 1.62% 16
2023
Q1 		$2.13M Sell
7,390
-94
-1% -$24K 1.34% 16
2022
Q4 		$1.79M Sell
7,484
-7,876
-51% -$1.89M 1.21% 22
2022
Q3 		$3.58M Sell
15,360
-26
-0.2% -$6.87K 2.56% 11
2022
Q2 		$3.95M Sell
15,386
-535
-3% -$145K 2.74% 8
2022
Q1 		$4.91M Sell
15,921
-138
-0.9% -$41.5K 2.91% 5
2021
Q4 		$5.4M Buy
16,059
+477
+3% +$155K 3.33% 2
2021
Q3 		$4.39M Sell
15,582
-39
-0.2% -$11.3K 3.19% 3
2021
Q2 		$4.23M Sell
15,621
-166
-1% -$42.2K 3.1% 5
2021
Q1 		$3.72M Buy
15,787
+152
+1% +$35.3K 3.11% 5
2020
Q4 		$3.48M Buy
+15,635
New +$3.36M 2.92% 5

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

Alta Wealth Advisors's MSFT Position: Q2 2026 in Review

Alta Wealth Advisors reduced its Microsoft (MSFT) stake by 2.5% in Q2 2026, selling an estimated $117K and leaving 11,249 shares worth $4.2M. The position accounts for 1.14% of the portfolio, ranked #19.

Alta Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.87M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Alta Wealth Advisors held 11,249 shares of Microsoft worth $4.2M as of Q2 2026.
  • Alta Wealth Advisors sold 290 Microsoft shares in Q2 2026, an estimated $117K.
  • Microsoft made up 1.14% of Alta Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Alta Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Alta Wealth Advisors's Microsoft position peaked at $5.87M in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.