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Brindle & Bay Financial Advisors’s Microsoft MSFT Stock Holding History

Brindle & Bay Financial 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 		$756K Buy
+2,027
New +$820K 0.38% 55
2026
Q1 		– Sell
-435
Closed -$210K – 69
2025
Q4 		$210K Buy
+435
New +$218K 0.14% 67

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

Brindle & Bay Financial Advisors's MSFT Position: Q2 2026 in Review

Brindle & Bay Financial Advisors opened a new position in Microsoft (MSFT) in Q2 2026: 2,027 shares worth $756K. The stake represents 0.38% of the portfolio and ranks #55 among its holdings. This is a return to the name: Brindle & Bay Financial Advisors previously reported a position in MSFT as recently as Q4 2025.

Brindle & Bay Financial Advisors first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Brindle & Bay Financial Advisors held 2,027 shares of Microsoft worth $756K as of Q2 2026.
  • Microsoft was a new Brindle & Bay Financial Advisors position in Q2 2026.
  • Microsoft made up 0.38% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #55 holding.
  • Brindle & Bay Financial Advisors first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.