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Arcadia Wealth Management (New York)’s Microsoft MSFT Stock Holding History

Arcadia Wealth Management (New York)’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 		$589K Hold
1,580
– – 0.28% 31
2026
Q1 		$585K Hold
1,580
– – 0.32% 31
2025
Q4 		$764K Sell
1,580
-95
-6% -$47.6K 0.44% 27
2025
Q3 		$867K Buy
1,675
+79
+5% +$40.3K 0.53% 29
2025
Q2 		$794K Hold
1,596
– – 0.54% 29
2025
Q1 		$599K Hold
1,596
– – 0.47% 29
2024
Q4 		$673K Buy
+1,596
New +$680K 0.57% 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

Arcadia Wealth Management (New York)'s MSFT Position: Q2 2026 in Review

Arcadia Wealth Management (New York) held its Microsoft (MSFT) position steady in Q2 2026 at 1,580 shares worth $589K. The position accounts for 0.28% of the portfolio, ranked #31.

Arcadia Wealth Management (New York) first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $867K in Q3 2025. 6,235 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Arcadia Wealth Management (New York) held 1,580 shares of Microsoft worth $589K as of Q2 2026.
  • Arcadia Wealth Management (New York) left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.28% of Arcadia Wealth Management (New York)'s portfolio in Q2 2026, its #31 holding.
  • Arcadia Wealth Management (New York) first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Arcadia Wealth Management (New York)'s Microsoft position peaked at $867K in Q3 2025.
  • 6,235 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.