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Aspire Capital Advisors’s Microsoft MSFT Stock Holding History

Aspire Capital 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 		$17.2M Sell
46,004
-203
-0.4% -$82.1K 3.34% 8
2026
Q1 		$17.1M Sell
46,207
-628
-1% -$263K 3.85% 7
2025
Q4 		$22.7M Sell
46,835
-929
-2% -$466K 5.32% 5
2025
Q3 		$24.7M Buy
47,764
+1,518
+3% +$774K 6.1% 5
2025
Q2 		$23M Sell
46,246
-438
-0.9% -$190K 6.35% 5
2025
Q1 		$17.5M Sell
46,684
-297
-0.6% -$121K 5.23% 5
2024
Q4 		$19.8M Buy
46,981
+1,352
+3% +$576K 5.66% 5
2024
Q3 		$19.6M Buy
45,629
+735
+2% +$314K 5.86% 5
2024
Q2 		$20.1M Buy
44,894
+814
+2% +$344K 6.56% 5
2024
Q1 		$18.5M Sell
44,080
-1,605
-4% -$650K 6.24% 5
2023
Q4 		$17.2M Buy
45,685
+1,215
+3% +$432K 6.97% 5
2023
Q3 		$14M Buy
44,470
+1,619
+4% +$535K 6.39% 5
2023
Q2 		$14.6M Buy
42,851
+6
+0% +$1.88K 7.09% 5
2023
Q1 		$12.4M Buy
42,845
+619
+1% +$158K 6.48% 5
2022
Q4 		$10.1M Buy
42,226
+168
+0.4% +$40.3K 5.77% 4
2022
Q3 		$9.79M Sell
42,058
-1,517
-3% -$401K 7.77% 3
2022
Q2 		$11.2M Buy
43,575
+1,086
+3% +$295K 8.49% 3
2022
Q1 		$13.1M Buy
42,489
+34,307
+419% +$10.3M 12.46% 3
2021
Q4 		$2.75M Buy
+8,182
New +$2.65M 9.19% 4

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

Aspire Capital Advisors's MSFT Position: Q2 2026 in Review

Aspire Capital Advisors reduced its Microsoft (MSFT) stake by 0.44% in Q2 2026, selling an estimated $82.1K and leaving 46,004 shares worth $17.2M. The position accounts for 3.34% of the portfolio, ranked #8.

Aspire Capital Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.7M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aspire Capital Advisors held 46,004 shares of Microsoft worth $17.2M as of Q2 2026.
  • Aspire Capital Advisors sold 203 Microsoft shares in Q2 2026, an estimated $82.1K.
  • Microsoft made up 3.34% of Aspire Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Aspire Capital Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Aspire Capital Advisors's Microsoft position peaked at $24.7M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.