Arkadios Wealth Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$149K Buy
+400
New +$162K ﹤0.01% 1667
2025
Q2
– Sell
-100
Closed -$37.5K – 1348
2025
Q1
$37.5K Buy
+100
New +$40.8K ﹤0.01% 1103

Other funds holding MSFT

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

Arkadios Wealth Advisors increased its Microsoft (MSFT) stake by 2.1% in Q2 2026, buying an estimated $2M and bringing the position to 242,396 shares worth $90.4M. The position accounts for 1.37% of the portfolio, ranked #5.

Arkadios Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $103M in Q4 2025. 6,254 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Arkadios Wealth Advisors held 242,396 shares of Microsoft worth $90.4M as of Q2 2026.
  • Arkadios Wealth Advisors bought 4,933 Microsoft shares in Q2 2026, an estimated $2M.
  • Microsoft made up 1.37% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Arkadios Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Microsoft position peaked at $103M in Q4 2025.
  • 6,254 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.