Carroll Advisory Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Carroll Advisory Group's MSFT Position: Q2 2026 in Review
Carroll Advisory Group reduced its Microsoft (MSFT) stake by 1.6% in Q2 2026, selling an estimated $17K and leaving 2,563 shares worth $956K. The position accounts for 0.31% of the portfolio, ranked #40.
Carroll Advisory Group first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.67M in Q4 2025. 6,208 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Carroll Advisory Group held 2,563 shares of Microsoft worth $956K as of Q2 2026.
- Carroll Advisory Group sold 42 Microsoft shares in Q2 2026, an estimated $17K.
- Microsoft made up 0.31% of Carroll Advisory Group's portfolio in Q2 2026, its #40 holding.
- Carroll Advisory Group first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
- Carroll Advisory Group's Microsoft position peaked at $1.67M in Q4 2025.
- 6,208 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.