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Avid Wealth Partners’s Microsoft MSFT Stock Holding History

Avid Wealth Partners’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 		$1.06M Sell
2,831
-471
-14% -$191K 0.51% 28
2026
Q1 		$1.22M Buy
3,302
+49
+2% +$20.5K 0.58% 24
2025
Q4 		$1.57M Sell
3,253
-29
-0.9% -$14.5K 0.77% 26
2025
Q3 		$1.7M Sell
3,282
-10
-0.3% -$5.1K 0.84% 22
2025
Q2 		$1.64M Buy
3,292
+1,293
+65% +$562K 0.94% 22
2025
Q1 		$750K Buy
1,999
+515
+35% +$210K 0.51% 31
2024
Q4 		$626K Sell
1,484
-406
-21% -$173K 0.44% 25
2024
Q3 		$813K Sell
1,890
-342
-15% -$146K 0.58% 24
2024
Q2 		$998K Sell
2,232
-260
-10% -$110K 0.78% 22
2024
Q1 		$1.05M Buy
2,492
+153
+7% +$61.9K 0.84% 23
2023
Q4 		$880K Buy
+2,339
New +$833K 0.87% 15

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

Avid Wealth Partners's MSFT Position: Q2 2026 in Review

Avid Wealth Partners reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $191K and leaving 2,831 shares worth $1.06M. The position accounts for 0.51% of the portfolio, ranked #28.

Avid Wealth Partners first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.7M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Avid Wealth Partners held 2,831 shares of Microsoft worth $1.06M as of Q2 2026.
  • Avid Wealth Partners sold 471 Microsoft shares in Q2 2026, an estimated $191K.
  • Microsoft made up 0.51% of Avid Wealth Partners's portfolio in Q2 2026, its #28 holding.
  • Avid Wealth Partners first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Avid Wealth Partners's Microsoft position peaked at $1.7M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.