Avidian Wealth Enterprises’s Microsoft MSFT Stock Holding History

Avidian Wealth Enterprises’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	–	Sell	-1,000	Closed	-$370K	–	753
2026 Q1	$370K	Buy	+1,000	New	+$418K	0.01%	499

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avidian Wealth Enterprises's MSFT Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Microsoft (MSFT) stake by 5.9% in Q2 2026, buying an estimated $1.62M and bringing the position to 71,580 shares worth $26.7M. The position accounts for 0.74% of the portfolio, ranked #25.

Avidian Wealth Enterprises first reported a position in MSFT in Q4 2015 and has held it in 43 quarters since. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Avidian Wealth Enterprises held 71,580 shares of Microsoft worth $26.7M as of Q2 2026.
Avidian Wealth Enterprises bought 3,993 Microsoft shares in Q2 2026, an estimated $1.62M.
Microsoft made up 0.74% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #25 holding.
Avidian Wealth Enterprises first reported a position in Microsoft in Q4 2015 and has held it in 43 quarters since.
6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.