Antonelli Financial Advisors
MSFT icon

Antonelli Financial Advisors’s Microsoft MSFT Stock Holding History

Antonelli 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
Q3 		$2.73M Sell
5,326
-249
-4% -$115K 1.98% 12
2026
Q2 		$2.08M Sell
5,575
-110
-2% -$44.5K 1.43% 17
2026
Q1 		$2.1M Sell
5,685
-184
-3% -$77K 1.45% 15
2025
Q4 		$2.84M Buy
5,869
+8
+0.1% +$4.01K 1.87% 14
2025
Q3 		$3.04M Sell
5,861
-108
-2% -$55.1K 2.06% 13
2025
Q2 		$2.97M Buy
5,969
+107
+2% +$46.5K 2.14% 13
2025
Q1 		$2.2M Sell
5,862
-598
-9% -$244K 1.77% 16
2024
Q4 		$2.72M Buy
+6,460
New +$2.75M 2.3% 14

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Antonelli Financial Advisors's MSFT Position: Q3 2026 in Review

Antonelli Financial Advisors reduced its Microsoft (MSFT) stake by 4.5% in Q3 2026, selling an estimated $115K and leaving 5,326 shares worth $2.73M. The position accounts for 1.98% of the portfolio, ranked #12.

Antonelli Financial Advisors first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.04M in Q3 2025. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Antonelli Financial Advisors held 5,326 shares of Microsoft worth $2.73M as of Q3 2026.
  • Antonelli Financial Advisors sold 249 Microsoft shares in Q3 2026, an estimated $115K.
  • Microsoft made up 1.98% of Antonelli Financial Advisors's portfolio in Q3 2026, its #12 holding.
  • Antonelli Financial Advisors first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • Antonelli Financial Advisors's Microsoft position peaked at $3.04M in Q3 2025.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Antonelli Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.