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Boulder Wealth Advisors’s Microsoft MSFT Stock Holding History

Boulder 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 		$973K Buy
2,608
+56
+2% +$22.7K 0.35% 20
2026
Q1 		$945K Sell
2,552
-146
-5% -$61.1K 0.38% 18
2025
Q4 		$1.3M Buy
2,698
+74
+3% +$37.1K 0.55% 20
2025
Q3 		$1.36M Buy
+2,624
New +$1.34M 0.63% 16
2025
Q1 		$1.03M Buy
2,739
+34
+1% +$13.9K 0.6% 13
2024
Q4 		$1.14M Buy
2,705
+136
+5% +$57.9K 0.59% 15
2024
Q3 		$1.11M Buy
2,569
+25
+1% +$10.7K 0.6% 14
2024
Q2 		$1.14M Hold
2,544
– – 0.66% 13
2024
Q1 		$1.07M Buy
+2,544
New +$1.03M 0.66% 13
2022
Q4 		$230K Buy
+960
New +$230K 0.21% 18

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

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

Boulder Wealth Advisors increased its Microsoft (MSFT) stake by 2.2% in Q2 2026, buying an estimated $22.7K and bringing the position to 2,608 shares worth $973K. The position accounts for 0.35% of the portfolio, ranked #20.

Boulder Wealth Advisors first reported a position in MSFT in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.36M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Boulder Wealth Advisors held 2,608 shares of Microsoft worth $973K as of Q2 2026.
  • Boulder Wealth Advisors bought 56 Microsoft shares in Q2 2026, an estimated $22.7K.
  • Microsoft made up 0.35% of Boulder Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Boulder Wealth Advisors first reported a position in Microsoft in Q4 2022 and has held it in 10 quarters since.
  • Boulder Wealth Advisors's Microsoft position peaked at $1.36M in Q3 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.