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Aviso Wealth Management’s Microsoft MSFT Stock Holding History

Aviso Wealth Management’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 		$7.33M Buy
19,643
+429
+2% +$174K 2.5% 8
2026
Q1 		$7.11M Buy
19,214
+998
+5% +$418K 3.21% 6
2025
Q4 		$8.81M Sell
18,216
-224
-1% -$112K 3.7% 5
2025
Q3 		$9.55M Buy
18,440
+246
+1% +$125K 4.16% 6
2025
Q2 		$9.05M Buy
18,194
+801
+5% +$348K 4.23% 5
2025
Q1 		$6.53M Buy
17,393
+921
+6% +$375K 3.47% 6
2024
Q4 		$6.94M Buy
16,472
+944
+6% +$402K 3.54% 6
2024
Q3 		$6.68M Sell
15,528
-13
-0.1% -$5.56K 3.62% 6
2024
Q2 		$6.95M Sell
15,541
-64
-0.4% -$27K 4.12% 6
2024
Q1 		$6.57M Sell
15,605
-42
-0.3% -$17K 4.14% 5
2023
Q4 		$5.88M Buy
+15,647
New +$5.57M 4.26% 2

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

Aviso Wealth Management's MSFT Position: Q2 2026 in Review

Aviso Wealth Management increased its Microsoft (MSFT) stake by 2.2% in Q2 2026, buying an estimated $174K and bringing the position to 19,643 shares worth $7.33M. The position accounts for 2.5% of the portfolio, ranked #8.

Aviso Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.55M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aviso Wealth Management held 19,643 shares of Microsoft worth $7.33M as of Q2 2026.
  • Aviso Wealth Management bought 429 Microsoft shares in Q2 2026, an estimated $174K.
  • Microsoft made up 2.5% of Aviso Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Aviso Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Microsoft position peaked at $9.55M in Q3 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.