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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Archvest Wealth Advisors increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $297K and bringing the position to 6,481 shares worth $2.42M. The position accounts for 1.4% of the portfolio, ranked #13.

Archvest Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Archvest Wealth Advisors held 6,481 shares of Microsoft worth $2.42M as of Q2 2026.
Archvest Wealth Advisors bought 734 Microsoft shares in Q2 2026, an estimated $297K.
Microsoft made up 1.4% of Archvest Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Archvest Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.