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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
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

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

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

BlueSky Wealth Advisors reduced its Microsoft (MSFT) stake by 26% in Q2 2026, selling an estimated $362K and leaving 2,542 shares worth $948K. The position accounts for 0.11% of the portfolio, ranked #59.

BlueSky Wealth Advisors first reported a position in MSFT in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.27M in Q1 2026. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • BlueSky Wealth Advisors held 2,542 shares of Microsoft worth $948K as of Q2 2026.
  • BlueSky Wealth Advisors sold 895 Microsoft shares in Q2 2026, an estimated $362K.
  • Microsoft made up 0.11% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • BlueSky Wealth Advisors first reported a position in Microsoft in Q2 2020 and has held it in 22 quarters since.
  • BlueSky Wealth Advisors's Microsoft position peaked at $1.27M in Q1 2026.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.