AWM
MSFT icon

Ariadne Wealth Management’s Microsoft MSFT Stock Holding History

Ariadne Wealth Management’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 		$3.17M Sell
8,486
-1,995
-19% -$807K 1.4% 16
2026
Q1 		$3.88M Buy
10,481
+1,582
+18% +$662K 1.74% 13
2025
Q4 		$3.58M Buy
8,899
+111
+1% +$55.6K 1.48% 15
2025
Q3 		$4.42M Buy
8,788
+247
+3% +$126K 1.98% 13
2025
Q2 		$4.45M Sell
8,541
-143
-2% -$62.1K 2.13% 12
2025
Q1 		$3.81M Buy
8,684
+81
+0.9% +$33K 1.99% 13
2024
Q4 		$3.55M Buy
8,603
+544
+7% +$232K 1.62% 13
2024
Q3 		$3.43M Buy
8,059
+453
+6% +$194K 1.87% 12
2024
Q2 		$3.4M Buy
+7,606
New +$3.21M 2.63% 9

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

Ariadne Wealth Management's MSFT Position: Q2 2026 in Review

Ariadne Wealth Management reduced its Microsoft (MSFT) stake by 19% in Q2 2026, selling an estimated $807K and leaving 8,486 shares worth $3.17M. The position accounts for 1.4% of the portfolio, ranked #16.

Ariadne Wealth Management first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.45M in Q2 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ariadne Wealth Management held 8,486 shares of Microsoft worth $3.17M as of Q2 2026.
  • Ariadne Wealth Management sold 1,995 Microsoft shares in Q2 2026, an estimated $807K.
  • Microsoft made up 1.4% of Ariadne Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Ariadne Wealth Management first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
  • Ariadne Wealth Management's Microsoft position peaked at $4.45M in Q2 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.