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Alternative Investment Advisors’s Microsoft MSFT Stock Holding History

Alternative Investment 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 		$2.53M Buy
6,788
+4,163
+159% +$1.68M 0.96% 12
2026
Q1 		$973K Buy
2,625
+77
+3% +$32.2K 0.42% 25
2025
Q4 		$1.23M Buy
2,548
+28
+1% +$14K 0.53% 20
2025
Q3 		$1.31M Buy
2,520
+217
+9% +$111K 0.59% 20
2025
Q2 		$1.15M Sell
2,303
-171
-7% -$74.3K 0.57% 22
2025
Q1 		$929K Buy
2,474
+48
+2% +$19.6K 0.49% 27
2024
Q4 		$1.02M Sell
2,426
-2,309
-49% -$984K 0.53% 28
2024
Q3 		$2.04M Sell
4,735
-5,415
-53% -$2.31M 1.07% 19
2024
Q2 		$4.54M Sell
10,150
-447
-4% -$189K 2.59% 10
2024
Q1 		$4.5M Sell
10,597
-374
-3% -$151K 2.71% 9
2023
Q4 		$4.13M Sell
10,971
-643
-6% -$229K 2.68% 9
2023
Q3 		$3.67M Buy
+11,614
New +$3.84M 2.56% 12

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

Alternative Investment Advisors's MSFT Position: Q2 2026 in Review

Alternative Investment Advisors increased its Microsoft (MSFT) stake by 159% in Q2 2026, buying an estimated $1.68M and bringing the position to 6,788 shares worth $2.53M. The position accounts for 0.96% of the portfolio, ranked #12.

Alternative Investment Advisors first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.54M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Alternative Investment Advisors held 6,788 shares of Microsoft worth $2.53M as of Q2 2026.
  • Alternative Investment Advisors bought 4,163 Microsoft shares in Q2 2026, an estimated $1.68M.
  • Microsoft made up 0.96% of Alternative Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Alternative Investment Advisors first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
  • Alternative Investment Advisors's Microsoft position peaked at $4.54M in Q2 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Alternative Investment Advisors's 13F filing for Q2 2026, filed 31 Aug 2026.