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Avant Capital’s Microsoft MSFT Stock Holding History

Avant Capital’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 		$666K Buy
1,784
+125
+8% +$50.6K 0.42% 42
2026
Q1 		$614K Sell
1,659
-66
-4% -$27.6K 0.43% 43
2025
Q4 		$834K Sell
1,725
-1
-0.1% -$501 0.57% 36
2025
Q3 		$894K Buy
1,726
+16
+0.9% +$8.16K 0.63% 35
2025
Q2 		$851K Buy
1,710
+565
+49% +$245K 0.66% 33
2025
Q1 		$430K Sell
1,145
-9
-0.8% -$3.67K 0.36% 45
2024
Q4 		$487K Buy
+1,154
New +$492K 0.4% 39
2023
Q3 		$332K Buy
1,050
+2
+0.2% +$661 0.38% 44
2023
Q2 		$357K Buy
1,048
+20
+2% +$6.27K 0.39% 42
2023
Q1 		$296K Buy
1,028
+3
+0.3% +$765 0.34% 47
2022
Q4 		$246K Buy
1,025
+2
+0.2% +$480 0.3% 50
2022
Q3 		$238K Buy
1,023
+21
+2% +$5.54K 0.32% 47
2022
Q2 		$257K Buy
1,002
+50
+5% +$13.6K 0.33% 45
2022
Q1 		$294K Buy
952
+2
+0.2% +$602 0.33% 46
2021
Q4 		$320K Buy
+950
New +$308K 0.35% 42

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

Avant Capital's MSFT Position: Q2 2026 in Review

Avant Capital increased its Microsoft (MSFT) stake by 7.5% in Q2 2026, buying an estimated $50.6K and bringing the position to 1,784 shares worth $666K. The position accounts for 0.42% of the portfolio, ranked #42.

Avant Capital first reported a position in MSFT in Q4 2021 and has held it in 15 quarters since. The position peaked at $894K in Q3 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Avant Capital held 1,784 shares of Microsoft worth $666K as of Q2 2026.
  • Avant Capital bought 125 Microsoft shares in Q2 2026, an estimated $50.6K.
  • Microsoft made up 0.42% of Avant Capital's portfolio in Q2 2026, its #42 holding.
  • Avant Capital first reported a position in Microsoft in Q4 2021 and has held it in 15 quarters since.
  • Avant Capital's Microsoft position peaked at $894K in Q3 2025.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.