Brown Financial Advisors’s Microsoft MSFT Stock Holding History

Brown 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	$4.91M	Sell	13,169 -2,341	-15%	-$947K	1.72%	12
2026 Q1	$5.74M	Buy	15,510 +1,079	+7%	+$452K	2.17%	6
2025 Q4	$6.98M	Sell	14,431 -11	-0.1%	-$5.51K	2.55%	5
2025 Q3	$7.48M	Buy	14,442 +112	+0.8%	+$57.1K	2.76%	4
2025 Q2	$7.13M	Sell	14,330 -929	-6%	-$403K	2.78%	2
2025 Q1	$5.73M	Buy	15,259 +2,269	+17%	+$925K	2.36%	5
2024 Q4	$5.48M	Buy	12,990 +1,768	+16%	+$753K	2.2%	9
2024 Q3	$4.83M	Sell	11,222 -773	-6%	-$330K	1.99%	8
2024 Q2	$5.36M	Buy	+11,995	New	+$5.07M	2.4%	5

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

Brown Financial Advisors's MSFT Position: Q2 2026 in Review

Brown Financial Advisors reduced its Microsoft (MSFT) stake by 15% in Q2 2026, selling an estimated $947K and leaving 13,169 shares worth $4.91M. The position accounts for 1.72% of the portfolio, ranked #12.

Brown Financial Advisors first reported a position in MSFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.48M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Brown Financial Advisors held 13,169 shares of Microsoft worth $4.91M as of Q2 2026.
Brown Financial Advisors sold 2,341 Microsoft shares in Q2 2026, an estimated $947K.
Microsoft made up 1.72% of Brown Financial Advisors's portfolio in Q2 2026, its #12 holding.
Brown Financial Advisors first reported a position in Microsoft in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's Microsoft position peaked at $7.48M in Q3 2025.
6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.