Blake Schutter Theil Wealth Advisors’s Microsoft MSFT Stock Holding History

Blake Schutter Theil 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	$1.17M	Buy	3,137 +223	+8%	+$90.2K	0.79%	25
2026 Q1	$1.08M	Sell	2,914 -22	-0.7%	-$9.21K	0.88%	25
2025 Q4	$1.42M	Buy	2,936 +15	+0.5%	+$7.52K	1.17%	16
2025 Q3	$1.51M	Sell	2,921 -102	-3%	-$52K	1.5%	13
2025 Q2	$1.5M	Sell	3,023 -1	-0%	-$434	1.71%	11
2025 Q1	$1.14M	Sell	3,024 -242	-7%	-$98.7K	1.29%	15
2024 Q4	$1.38M	Sell	3,266 -5,561	-63%	-$2.37M	1.45%	11
2024 Q3	$3.8M	Buy	+8,827	New	+$3.77M	2.73%	5

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

Blake Schutter Theil Wealth Advisors's MSFT Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its Microsoft (MSFT) stake by 7.7% in Q2 2026, buying an estimated $90.2K and bringing the position to 3,137 shares worth $1.17M. The position accounts for 0.79% of the portfolio, ranked #25.

Blake Schutter Theil Wealth Advisors first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.8M in Q3 2024. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 3,137 shares of Microsoft worth $1.17M as of Q2 2026.
Blake Schutter Theil Wealth Advisors bought 223 Microsoft shares in Q2 2026, an estimated $90.2K.
Microsoft made up 0.79% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Microsoft position peaked at $3.8M in Q3 2024.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.