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Carl Stuart Investment Advisor’s Microsoft MSFT Stock Holding History

Carl Stuart Investment Advisor’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 		$596K Sell
1,598
-1,034
-39% -$418K 0.24% 13
2026
Q1 		$974K Buy
2,632
+1,035
+65% +$433K 0.43% 12
2025
Q4 		$772K Hold
1,597
– – 0.7% 8
2025
Q3 		$827K Hold
1,597
– – 0.78% 7
2025
Q2 		$794K Buy
1,597
+1
+0.1% +$434 0.41% 8
2025
Q1 		$599K Hold
1,596
– – 0.34% 8
2024
Q4 		$673K Buy
1,596
+1
+0.1% +$426 0.36% 11
2024
Q3 		$687K Hold
1,595
– – 0.39% 8
2024
Q2 		$713K Hold
1,595
– – 0.45% 8
2024
Q1 		$671K Sell
1,595
-403
-20% -$163K 0.44% 8
2023
Q4 		$751K Hold
1,998
– – 0.51% 15
2023
Q3 		$643K Hold
1,998
– – 0.52% 11
2023
Q2 		$680K Buy
+1,998
New +$626K 0.52% 10
2023
Q1 		– Sell
-1,897
Closed -$455K – 49
2022
Q4 		$455K Hold
1,897
– – 0.42% 12
2022
Q3 		$473K Hold
1,897
– – 0.42% 12
2022
Q2 		$509K Sell
1,897
-214
-10% -$58.1K 0.44% 10
2022
Q1 		$651K Sell
2,111
-649
-24% -$195K 0.47% 9
2021
Q4 		$928K Buy
+2,760
New +$895K 0.67% 8

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

Carl Stuart Investment Advisor's MSFT Position: Q2 2026 in Review

Carl Stuart Investment Advisor reduced its Microsoft (MSFT) stake by 39% in Q2 2026, selling an estimated $418K and leaving 1,598 shares worth $596K. The position accounts for 0.24% of the portfolio, ranked #13.

Carl Stuart Investment Advisor first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $974K in Q1 2026. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Carl Stuart Investment Advisor held 1,598 shares of Microsoft worth $596K as of Q2 2026.
  • Carl Stuart Investment Advisor sold 1,034 Microsoft shares in Q2 2026, an estimated $418K.
  • Microsoft made up 0.24% of Carl Stuart Investment Advisor's portfolio in Q2 2026, its #13 holding.
  • Carl Stuart Investment Advisor first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Carl Stuart Investment Advisor's Microsoft position peaked at $974K in Q1 2026.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2026, filed 6 Aug 2026.