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Arkos Global Advisors’s Microsoft MSFT Stock Holding History

Arkos Global 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 		$1.65M Sell
4,421
-540
-11% -$218K 0.2% 37
2026
Q1 		$1.84M Buy
4,961
+1,751
+55% +$733K 0.23% 34
2025
Q4 		$1.55M Sell
3,210
-3,340
-51% -$1.67M 0.2% 37
2025
Q3 		$3.39M Buy
6,550
+3,691
+129% +$1.88M 0.43% 28
2025
Q2 		$1.42M Buy
2,859
+282
+11% +$122K 0.2% 34
2025
Q1 		$967K Buy
2,577
+182
+8% +$74.2K 0.14% 41
2024
Q4 		$1.01M Buy
2,395
+52
+2% +$22.1K 0.15% 43
2024
Q3 		$1.01M Sell
2,343
-243
-9% -$104K 0.15% 41
2024
Q2 		$1.16M Sell
2,586
-79
-3% -$33.4K 0.19% 37
2024
Q1 		$1.12M Sell
2,665
-360
-12% -$146K 0.19% 39
2023
Q4 		$1.14M Buy
3,025
+121
+4% +$43.1K 0.21% 33
2023
Q3 		$917K Sell
2,904
-75
-3% -$24.8K 0.19% 35
2023
Q2 		$1.01M Buy
2,979
+854
+40% +$268K 0.2% 35
2023
Q1 		$613K Sell
2,125
-857
-29% -$219K 0.12% 47
2022
Q4 		$715K Buy
2,982
+1,173
+65% +$282K 0.18% 40
2022
Q3 		$421K Sell
1,809
-1,355
-43% -$358K 0.13% 49
2022
Q2 		$813K Buy
3,164
+1,515
+92% +$411K 0.23% 27
2022
Q1 		$508K Buy
1,649
+199
+14% +$59.9K 0.13% 47
2021
Q4 		$488K Buy
1,450
+1
+0.1% +$324 0.15% 49
2021
Q3 		$409K Buy
1,449
+8
+0.6% +$2.33K 0.14% 54
2021
Q2 		$390K Buy
1,441
+150
+12% +$38.1K 0.14% 55
2021
Q1 		$304K Buy
+1,291
New +$300K 0.12% 66

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

Arkos Global Advisors's MSFT Position: Q2 2026 in Review

Arkos Global Advisors reduced its Microsoft (MSFT) stake by 11% in Q2 2026, selling an estimated $218K and leaving 4,421 shares worth $1.65M. The position accounts for 0.2% of the portfolio, ranked #37.

Arkos Global Advisors first reported a position in MSFT in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.39M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Arkos Global Advisors held 4,421 shares of Microsoft worth $1.65M as of Q2 2026.
  • Arkos Global Advisors sold 540 Microsoft shares in Q2 2026, an estimated $218K.
  • Microsoft made up 0.2% of Arkos Global Advisors's portfolio in Q2 2026, its #37 holding.
  • Arkos Global Advisors first reported a position in Microsoft in Q1 2021 and has held it in 22 quarters since.
  • Arkos Global Advisors's Microsoft position peaked at $3.39M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.