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Blue Zone Wealth Advisors’s Microsoft MSFT Stock Holding History

Blue Zone 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 		$22.9M Buy
61,308
+1,006
+2% +$407K 3.99% 7
2026
Q1 		$22.3M Buy
60,302
+20,494
+51% +$8.58M 4.54% 5
2025
Q4 		$19.3M Buy
39,808
+10,621
+36% +$5.32M 3.68% 6
2025
Q3 		$15.1M Buy
29,187
+11,507
+65% +$5.87M 3.02% 6
2025
Q2 		$8.79M Sell
17,680
-73
-0.4% -$31.7K 2.2% 9
2025
Q1 		$6.66M Sell
17,753
-77
-0.4% -$31.4K 1.85% 16
2024
Q4 		$7.52M Buy
17,830
+46
+0.3% +$19.6K 2.17% 13
2024
Q3 		$7.65M Buy
17,784
+448
+3% +$192K 2.38% 7
2024
Q2 		$7.75M Buy
17,336
+19
+0.1% +$8.02K 2.67% 5
2024
Q1 		$7.29M Buy
17,317
+870
+5% +$352K 2.5% 8
2023
Q4 		$6.18M Sell
16,447
-54
-0.3% -$19.2K 2.47% 9
2023
Q3 		$5.21M Hold
16,501
– – 2.29% 12
2023
Q2 		$5.62M Buy
16,501
+87
+0.5% +$27.3K 2.59% 8
2023
Q1 		$4.73M Sell
16,414
-250
-2% -$63.8K 2.53% 12
2022
Q4 		$4M Buy
16,664
+1
+0% +$240 2.13% 12
2022
Q3 		$3.88M Sell
16,663
-1,816
-10% -$480K 2.01% 13
2022
Q2 		$4.75M Buy
18,479
+338
+2% +$91.7K 2.15% 8
2022
Q1 		$5.59M Buy
18,141
+1,969
+12% +$592K 2.09% 9
2021
Q4 		$5.44M Buy
16,172
+805
+5% +$261K 1.8% 12
2021
Q3 		$4.33M Buy
15,367
+25
+0.2% +$7.27K 1.5% 18
2021
Q2 		$4.16M Buy
15,342
+198
+1% +$50.3K 1.56% 19
2021
Q1 		$3.57M Sell
15,144
-1,467
-9% -$340K 1.52% 19
2020
Q4 		$3.69M Buy
16,611
+1,000
+6% +$215K 1.78% 18
2020
Q3 		$3.28M Buy
15,611
+4,296
+38% +$902K 1.85% 15
2020
Q2 		$2.3M Sell
11,315
-1,185
-9% -$215K 1.29% 19
2020
Q1 		$1.97M Buy
12,500
+9,012
+258% +$1.48M 1.85% 15
2019
Q4 		$550K Buy
+3,488
New +$512K 0.35% 29

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

Blue Zone Wealth Advisors's MSFT Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its Microsoft (MSFT) stake by 1.7% in Q2 2026, buying an estimated $407K and bringing the position to 61,308 shares worth $22.9M. The position accounts for 3.99% of the portfolio, ranked #7.

Blue Zone Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Blue Zone Wealth Advisors held 61,308 shares of Microsoft worth $22.9M as of Q2 2026.
  • Blue Zone Wealth Advisors bought 1,006 Microsoft shares in Q2 2026, an estimated $407K.
  • Microsoft made up 3.99% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Blue Zone Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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