Breakthru Advisory Services’s Microsoft MSFT Stock Holding History

Breakthru Advisory Services’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	–	Sell	-5,556	Closed	-$2.06M	–	44
2026 Q1	$2.06M	Sell	5,556 -331	-6%	-$139K	3.3%	10
2025 Q4	$2.85M	Buy	5,887 +155	+3%	+$77.7K	1.82%	16
2025 Q3	$2.97M	Buy	+5,732	New	+$2.92M	1.95%	15
2025 Q1	–	Sell	-5,548	Closed	-$2.34M	–	38
2024 Q4	$2.34M	Buy	+5,548	New	+$2.36M	2.12%	14

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Breakthru Advisory Services's MSFT Position: Q2 2026 in Review

Breakthru Advisory Services sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 5,556 shares — an estimated $2.06M sold.

Breakthru Advisory Services first reported a position in MSFT in Q4 2024 and held it in 4 quarters. The position peaked at $2.97M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Breakthru Advisory Services reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Breakthru Advisory Services sold 5,556 Microsoft shares in Q2 2026, an estimated $2.06M.
Breakthru Advisory Services first reported a position in Microsoft in Q4 2024 and held it in 4 quarters.
Breakthru Advisory Services's Microsoft position peaked at $2.97M in Q3 2025.
6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.