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Aquire Wealth Advisors’s Microsoft MSFT Stock Holding History

Aquire 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 		$482K Buy
1,291
+163
+14% +$66K 0.11% 34
2026
Q1 		$418K Buy
1,128
+365
+48% +$153K 0.11% 34
2025
Q4 		$369K Sell
763
-44
-5% -$22K 0.1% 36
2025
Q3 		$418K Buy
807
+85
+12% +$43.4K 0.1% 35
2025
Q2 		$359K Sell
722
-4
-0.6% -$1.74K 0.1% 37
2025
Q1 		$273K Buy
726
+18
+3% +$7.34K 0.08% 43
2024
Q4 		$299K Sell
708
-8
-1% -$3.41K 0.09% 38
2024
Q3 		$308K Buy
716
+24
+3% +$10.3K 0.1% 38
2024
Q2 		$309K Buy
692
+82
+13% +$34.6K 0.1% 37
2024
Q1 		$257K Buy
+610
New +$247K 0.09% 40
2022
Q1 		– Sell
-276
Closed -$93K – 159
2021
Q4 		$93K Buy
+276
New +$89.5K 0.05% 66

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

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

Aquire Wealth Advisors increased its Microsoft (MSFT) stake by 14% in Q2 2026, buying an estimated $66K and bringing the position to 1,291 shares worth $482K. The position accounts for 0.11% of the portfolio, ranked #34.

Aquire Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 11 quarters since. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aquire Wealth Advisors held 1,291 shares of Microsoft worth $482K as of Q2 2026.
  • Aquire Wealth Advisors bought 163 Microsoft shares in Q2 2026, an estimated $66K.
  • Microsoft made up 0.11% of Aquire Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Aquire Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 11 quarters since.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.