BCU Wealth Advisors’s Microsoft MSFT Stock Holding History

BCU Wealth 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	$236K	Sell	632 -78	-11%	-$31.6K	0.08%	62
2026 Q1	$263K	Hold	710	–	–	0.1%	54
2025 Q4	$343K	Hold	710	–	–	0.13%	46
2025 Q3	$368K	Sell	710 -485	-41%	-$247K	0.15%	44
2025 Q2	$594K	Buy	+1,195	New	+$519K	0.27%	33
2025 Q1	–	Sell	-532	Closed	-$224K	–	55
2024 Q4	$224K	Hold	532	–	–	0.13%	48
2024 Q3	$229K	Hold	532	–	–	0.14%	45
2024 Q2	$238K	Hold	532	–	–	0.18%	42
2024 Q1	$224K	Buy	+532	New	+$215K	0.19%	44

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

BCU Wealth Advisors's MSFT Position: Q2 2026 in Review

BCU Wealth Advisors reduced its Microsoft (MSFT) stake by 11% in Q2 2026, selling an estimated $31.6K and leaving 632 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #62.

BCU Wealth Advisors first reported a position in MSFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $594K in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

BCU Wealth Advisors held 632 shares of Microsoft worth $236K as of Q2 2026.
BCU Wealth Advisors sold 78 Microsoft shares in Q2 2026, an estimated $31.6K.
Microsoft made up 0.08% of BCU Wealth Advisors's portfolio in Q2 2026, its #62 holding.
BCU Wealth Advisors first reported a position in Microsoft in Q1 2024 and has held it in 9 quarters since.
BCU Wealth Advisors's Microsoft position peaked at $594K in Q2 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.