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
2021 Q1	–	Sell	-300	Closed	-$67K	–	85
2020 Q4	$67K	Buy	+300	New	+$64.5K	0.03%	76

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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. 2,543 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.
2,543 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.