Brightwater Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Brightwater Advisory's MSFT Position: Q2 2026 in Review
Brightwater Advisory reduced its Microsoft (MSFT) stake by 1% in Q2 2026, selling an estimated $10.9K and leaving 2,658 shares worth $991K. The position accounts for 0.63% of the portfolio, ranked #29.
Brightwater Advisory first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q3 2025. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Brightwater Advisory held 2,658 shares of Microsoft worth $991K as of Q2 2026.
- Brightwater Advisory sold 27 Microsoft shares in Q2 2026, an estimated $10.9K.
- Microsoft made up 0.63% of Brightwater Advisory's portfolio in Q2 2026, its #29 holding.
- Brightwater Advisory first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
- Brightwater Advisory's Microsoft position peaked at $1.47M in Q3 2025.
- 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.