Archvest Wealth Advisors
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Archvest Wealth Advisors’s Microsoft MSFT Stock Holding History

Archvest 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
Q3 		$3.56M Buy
6,935
+454
+7% +$210K 1.78% 12
2026
Q2 		$2.42M Buy
6,481
+734
+13% +$297K 1.4% 13
2026
Q1 		$2.13M Buy
5,747
+1,154
+25% +$483K 1.37% 13
2025
Q4 		$2.22M Buy
4,593
+783
+21% +$392K 1.42% 14
2025
Q3 		$1.97M Sell
3,810
-620
-14% -$316K 1.75% 12
2025
Q2 		$2.2M Buy
4,430
+118
+3% +$51.2K 1.92% 14
2025
Q1 		$1.62M Sell
4,312
-342
-7% -$139K 1.34% 18
2024
Q4 		$1.96M Buy
4,654
+310
+7% +$132K 1.42% 17
2024
Q3 		$1.87M Buy
4,344
+682
+19% +$292K 1.19% 13
2024
Q2 		$1.67M Buy
3,662
+552
+18% +$233K 1.11% 16
2024
Q1 		$1.32M Buy
3,110
+269
+9% +$109K 0.93% 16
2023
Q4 		$1.07M Sell
2,841
-428
-13% -$152K 0.8% 18
2023
Q3 		$1.03M Buy
3,269
+188
+6% +$62.1K 0.84% 21
2023
Q2 		$1.05M Buy
3,081
+2
+0.1% +$627 0.86% 20
2023
Q1 		$888K Buy
3,079
+57
+2% +$14.5K 0.79% 21
2022
Q4 		$725K Buy
3,022
+98
+3% +$23.5K 0.72% 22
2022
Q3 		$681K Buy
2,924
+452
+18% +$119K 0.7% 22
2022
Q2 		$635K Buy
2,472
+222
+10% +$60.3K 0.63% 22
2022
Q1 		$694K Buy
2,250
+298
+15% +$89.7K 0.63% 21
2021
Q4 		$656K Buy
+1,952
New +$633K 0.57% 21

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

Archvest Wealth Advisors's MSFT Position: Q3 2026 in Review

Archvest Wealth Advisors increased its Microsoft (MSFT) stake by 7% in Q3 2026, buying an estimated $210K and bringing the position to 6,935 shares worth $3.56M. The position accounts for 1.78% of the portfolio, ranked #12.

Archvest Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Archvest Wealth Advisors held 6,935 shares of Microsoft worth $3.56M as of Q3 2026.
  • Archvest Wealth Advisors bought 454 Microsoft shares in Q3 2026, an estimated $210K.
  • Microsoft made up 1.78% of Archvest Wealth Advisors's portfolio in Q3 2026, its #12 holding.
  • Archvest Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Archvest Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.