BlueSky Wealth Advisors
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BlueSky Wealth Advisors’s Microsoft MSFT Stock Holding History

BlueSky 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
Q3 		$1.69M Buy
3,294
+752
+30% +$348K 0.2% 51
2026
Q2 		$948K Sell
2,542
-895
-26% -$362K 0.11% 59
2026
Q1 		$1.27M Buy
3,437
+1,383
+67% +$579K 0.16% 52
2025
Q4 		$993K Sell
2,054
-74
-3% -$37.1K 0.13% 41
2025
Q3 		$1.1M Buy
2,128
+490
+30% +$250K 0.15% 41
2025
Q2 		$815K Sell
1,638
-755
-32% -$328K 0.12% 46
2025
Q1 		$898K Hold
2,393
– – 0.14% 44
2024
Q4 		$1.01M Buy
2,393
+61
+3% +$26K 0.16% 42
2024
Q3 		$1M Sell
2,332
-11
-0.5% -$4.7K 0.16% 42
2024
Q2 		$1.05M Buy
+2,343
New +$989K 0.18% 41
2024
Q1 		– Sell
-2,103
Closed -$791K – 43
2023
Q4 		$791K Sell
2,103
-343
-14% -$122K 0.15% 41
2023
Q3 		$772K Buy
2,446
+190
+8% +$62.8K 0.16% 41
2023
Q2 		$768K Sell
2,256
-161
-7% -$50.5K 0.15% 42
2023
Q1 		$697K Sell
2,417
-58
-2% -$14.8K 0.14% 42
2022
Q4 		$594K Buy
2,475
+117
+5% +$28.1K 0.13% 41
2022
Q3 		$549K Buy
2,358
+668
+40% +$176K 0.13% 41
2022
Q2 		$434K Sell
1,690
-70
-4% -$19K 0.1% 48
2022
Q1 		$543K Buy
1,760
+249
+16% +$74.9K 0.11% 46
2021
Q4 		$508K Hold
1,511
– – 0.09% 47
2021
Q3 		$426K Buy
1,511
+75
+5% +$21.8K 0.08% 44
2021
Q2 		$399K Buy
1,436
+605
+73% +$154K 0.08% 48
2021
Q1 		$213K Buy
+831
New +$193K 0.05% 57
2020
Q3 		– Sell
-1,019
Closed -$207K – 53
2020
Q2 		$207K Buy
+1,019
New +$185K 0.06% 50

Other funds holding MSFT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

BlueSky Wealth Advisors's MSFT Position: Q3 2026 in Review

BlueSky Wealth Advisors increased its Microsoft (MSFT) stake by 30% in Q3 2026, buying an estimated $348K and bringing the position to 3,294 shares worth $1.69M. The position accounts for 0.2% of the portfolio, ranked #51.

BlueSky Wealth Advisors first reported a position in MSFT in Q2 2020 and has held it in 23 quarters since. 3,919 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • BlueSky Wealth Advisors held 3,294 shares of Microsoft worth $1.69M as of Q3 2026.
  • BlueSky Wealth Advisors bought 752 Microsoft shares in Q3 2026, an estimated $348K.
  • Microsoft made up 0.2% of BlueSky Wealth Advisors's portfolio in Q3 2026, its #51 holding.
  • BlueSky Wealth Advisors first reported a position in Microsoft in Q2 2020 and has held it in 23 quarters since.
  • 3,919 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.