Checchi Capital Advisers’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28.5M | Sell |
76,512
-3,817
| -5% | -$1.54M | 1.29% | 11 |
|
|
2026
Q1 | $29.7M | Buy |
80,329
+2,715
| +3% | +$1.14M | 1.5% | 8 |
|
|
2025
Q4 | $37.5M | Sell |
77,614
-2,950
| -4% | -$1.48M | 1.92% | 6 |
|
|
2025
Q3 | $41.7M | Sell |
80,564
-6,824
| -8% | -$3.48M | 2.17% | 4 |
|
|
2025
Q2 | $43.5M | Sell |
87,388
-2,038
| -2% | -$885K | 2.43% | 4 |
|
|
2025
Q1 | $33.6M | Buy |
89,426
+1,303
| +1% | +$531K | 1.77% | 5 |
|
|
2024
Q4 | $37.1M | Buy |
88,123
+1,829
| +2% | +$779K | 2.16% | 5 |
|
|
2024
Q3 | $37.1M | Sell |
86,294
-273
| -0.3% | -$117K | 2.07% | 5 |
|
|
2024
Q2 | $38.7M | Buy |
86,567
+746
| +0.9% | +$315K | 1.94% | 6 |
|
|
2024
Q1 | $36.1M | Buy |
85,821
+638
| +0.7% | +$258K | 2.82% | 2 |
|
|
2023
Q4 | $32M | Buy |
85,183
+2,266
| +3% | +$807K | 2.6% | 3 |
|
|
2023
Q3 | $26.2M | Sell |
82,917
-2,903
| -3% | -$959K | 2.43% | 4 |
|
|
2023
Q2 | $29.2M | Buy |
85,820
+2,589
| +3% | +$811K | 2.61% | 4 |
|
|
2023
Q1 | $24M | Buy |
83,231
+3,281
| +4% | +$837K | 2.32% | 4 |
|
|
2022
Q4 | $19.2M | Buy |
79,950
+840
| +1% | +$202K | 1.99% | 5 |
|
|
2022
Q3 | $18.4M | Sell |
79,110
-1,970
| -2% | -$520K | 1.72% | 6 |
|
|
2022
Q2 | $22.8M | Buy |
81,080
+2,277
| +3% | +$618K | 1.97% | 8 |
|
|
2022
Q1 | $24.3M | Buy |
78,803
+3,436
| +5% | +$1.03M | 2.07% | 7 |
|
|
2021
Q4 | $25.3M | Buy |
75,367
+929
| +1% | +$301K | 2.23% | 5 |
|
|
2021
Q3 | $21M | Sell |
74,438
-2,433
| -3% | -$708K | 2.08% | 6 |
|
|
2021
Q2 | $20.8M | Sell |
76,871
-752
| -1% | -$191K | 2.05% | 6 |
|
|
2021
Q1 | $18.3M | Sell |
77,623
-1,338
| -2% | -$310K | 1.81% | 6 |
|
|
2020
Q4 | $17.6M | Sell |
78,961
-5,806
| -7% | -$1.25M | 1.81% | 6 |
|
|
2020
Q3 | $17.8M | Sell |
84,767
-1,042
| -1% | -$219K | 1.98% | 6 |
|
|
2020
Q2 | $17.5M | Buy |
85,809
+5,755
| +7% | +$1.04M | 2.09% | 6 |
|
|
2020
Q1 | $12.6M | Sell |
80,054
-1,792
| -2% | -$295K | 1.21% | 8 |
|
|
2019
Q4 | $12.9M | Sell |
81,846
-1,150
| -1% | -$169K | 1.73% | 6 |
|
|
2019
Q3 | $11.5M | Sell |
82,996
-5,723
| -6% | -$787K | 1.5% | 9 |
|
|
2019
Q2 | $11.9M | Buy |
88,719
+7,095
| +9% | +$901K | 1.51% | 7 |
|
|
2019
Q1 | $9.63M | Sell |
81,624
-3,976
| -5% | -$434K | 1.13% | 10 |
|
|
2018
Q4 | $8.69M | Sell |
85,600
-11,928
| -12% | -$1.28M | 1.12% | 12 |
|
|
2018
Q3 | $11.2M | Buy |
97,528
+1,562
| +2% | +$169K | 1.29% | 9 |
|
|
2018
Q2 | $9.46M | Buy |
95,966
+1,959
| +2% | +$190K | 1.19% | 9 |
|
|
2018
Q1 | $8.58M | Buy |
94,007
+11,652
| +14% | +$1.07M | 1.13% | 9 |
|
|
2017
Q4 | $7.04M | Buy |
82,355
+4,702
| +6% | +$386K | 0.95% | 10 |
|
|
2017
Q3 | $5.78M | Buy |
77,653
+1,278
| +2% | +$93.4K | 0.58% | 16 |
|
|
2017
Q2 | $5.26M | Sell |
76,375
-7,007
| -8% | -$481K | 0.57% | 13 |
|
|
2017
Q1 | $5.49M | Sell |
83,382
-8,500
| -9% | -$545K | 0.63% | 12 |
|
|
2016
Q4 | $5.71M | Buy |
91,882
+4,939
| +6% | +$297K | 0.77% | 9 |
|
|
2016
Q3 | $5.01M | Sell |
86,943
-8,656
| -9% | -$489K | 0.57% | 14 |
|
|
2016
Q2 | $4.89M | Sell |
95,599
-3,735
| -4% | -$194K | 0.56% | 13 |
|
|
2016
Q1 | $5.49M | Buy |
99,334
+2,514
| +3% | +$132K | 1.22% | 10 |
|
|
2015
Q4 | $5.37M | Buy |
96,820
+525
| +0.5% | +$27.6K | 1.36% | 9 |
|
|
2015
Q3 | $4.26M | Buy |
96,295
+4,572
| +5% | +$205K | 1.16% | 11 |
|
|
2015
Q2 | $4.05M | Sell |
91,723
-1,362
| -1% | -$62.1K | 1.07% | 12 |
|
|
2015
Q1 | $3.78M | Buy |
93,085
+2,994
| +3% | +$130K | 1.12% | 13 |
|
|
2014
Q4 | $4.18M | Buy |
90,091
+28,449
| +46% | +$1.34M | 1.57% | 6 |
|
|
2014
Q3 | $2.86M | Buy |
61,642
+19,524
| +46% | +$871K | 1.17% | 16 |
|
|
2014
Q2 | $1.76M | Buy |
42,118
+6,322
| +18% | +$256K | 0.8% | 26 |
|
|
2014
Q1 | $1.47M | Buy |
35,796
+7,434
| +26% | +$279K | 0.9% | 28 |
|
|
2013
Q4 | $1.06M | Buy |
+28,362
| New | +$1.03M | 0.83% | 24 |
|
Other funds holding MSFT
Checchi Capital Advisers's MSFT Position: Q2 2026 in Review
Checchi Capital Advisers reduced its Microsoft (MSFT) stake by 4.8% in Q2 2026, selling an estimated $1.54M and leaving 76,512 shares worth $28.5M. The position accounts for 1.29% of the portfolio, ranked #11.
Checchi Capital Advisers first reported a position in MSFT in Q4 2013 and has held it in 51 quarters since. The position peaked at $43.5M in Q2 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Checchi Capital Advisers held 76,512 shares of Microsoft worth $28.5M as of Q2 2026.
- Checchi Capital Advisers sold 3,817 Microsoft shares in Q2 2026, an estimated $1.54M.
- Microsoft made up 1.29% of Checchi Capital Advisers's portfolio in Q2 2026, its #11 holding.
- Checchi Capital Advisers first reported a position in Microsoft in Q4 2013 and has held it in 51 quarters since.
- Checchi Capital Advisers's Microsoft position peaked at $43.5M in Q2 2025.
- 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.