Ark Wealth Advisors’s Microsoft MSFT Stock Holding History

Ark 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	$2.11M	Buy	5,648 +1,140	+25%	+$461K	1.87%	11
2026 Q1	$1.67M	Buy	4,508 +524	+13%	+$219K	1.65%	18
2025 Q4	$1.93M	Buy	+3,984	New	+$2M	2.07%	8

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

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

Ark Wealth Advisors increased its Microsoft (MSFT) stake by 25% in Q2 2026, buying an estimated $461K and bringing the position to 5,648 shares worth $2.11M. The position accounts for 1.87% of the portfolio, ranked #11.

Ark Wealth Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,209 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Ark Wealth Advisors held 5,648 shares of Microsoft worth $2.11M as of Q2 2026.
Ark Wealth Advisors bought 1,140 Microsoft shares in Q2 2026, an estimated $461K.
Microsoft made up 1.87% of Ark Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Ark Wealth Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
6,209 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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