CLA (CliftonLarsonAllen) Wealth Advisors’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 | $32.3M | Buy |
86,519
+12,471
| +17% | +$5.05M | 0.42% | 36 |
|
|
2026
Q1 | $27.4M | Buy |
74,048
+10,071
| +16% | +$4.21M | 0.4% | 38 |
|
|
2025
Q4 | $30.9M | Buy |
63,977
+4,068
| +7% | +$2.04M | 0.47% | 36 |
|
|
2025
Q3 | $31M | Sell |
59,909
-1,585
| -3% | -$809K | 0.49% | 36 |
|
|
2025
Q2 | $30.6M | Buy |
61,494
+22,602
| +58% | +$9.82M | 0.51% | 37 |
|
|
2025
Q1 | $14.6M | Buy |
38,892
+1,974
| +5% | +$805K | 0.27% | 54 |
|
|
2024
Q4 | $15.6M | Buy |
36,918
+155
| +0.4% | +$66K | 0.3% | 49 |
|
|
2024
Q3 | $15.8M | Buy |
36,763
+3,654
| +11% | +$1.56M | 0.36% | 48 |
|
|
2024
Q2 | $14.8M | Buy |
33,109
+469
| +1% | +$198K | 0.32% | 48 |
|
|
2024
Q1 | $13.7M | Buy |
32,640
+5,778
| +22% | +$2.34M | 0.31% | 47 |
|
|
2023
Q4 | $10.1M | Buy |
26,862
+1,796
| +7% | +$639K | 0.25% | 52 |
|
|
2023
Q3 | $7.91M | Sell |
25,066
-1,215
| -5% | -$401K | 0.22% | 52 |
|
|
2023
Q2 | $8.95M | Sell |
26,281
-2,273
| -8% | -$712K | 0.25% | 50 |
|
|
2023
Q1 | $8.23M | Sell |
28,554
-7,141
| -20% | -$1.82M | 0.24% | 51 |
|
|
2022
Q4 | $8.56M | Sell |
35,695
-682
| -2% | -$164K | 0.32% | 48 |
|
|
2022
Q3 | $8.47M | Buy |
36,377
+3,421
| +10% | +$903K | 1.05% | 15 |
|
|
2022
Q2 | $8.46M | Sell |
32,956
-5,346
| -14% | -$1.45M | 0.35% | 43 |
|
|
2022
Q1 | $11.8M | Buy |
38,302
+1,442
| +4% | +$434K | 0.42% | 43 |
|
|
2021
Q4 | $12.4M | Buy |
36,860
+9,788
| +36% | +$3.17M | 0.45% | 42 |
|
|
2021
Q3 | $7.63M | Buy |
27,072
+334
| +1% | +$97.2K | 0.3% | 51 |
|
|
2021
Q2 | $7.24M | Sell |
26,738
-98
| -0.4% | -$24.9K | 0.3% | 51 |
|
|
2021
Q1 | $6.33M | Sell |
26,836
-13,707
| -34% | -$3.18M | 0.3% | 48 |
|
|
2020
Q4 | $9.02M | Buy |
40,543
+866
| +2% | +$186K | 0.44% | 43 |
|
|
2020
Q3 | $8.35M | Sell |
39,677
-1,330
| -3% | -$279K | 0.47% | 43 |
|
|
2020
Q2 | $8.35M | Buy |
+41,007
| New | +$7.44M | 0.51% | 41 |
|
|
2019
Q4 | $6.85M | Buy |
43,418
+5,699
| +15% | +$837K | 0.54% | 30 |
|
|
2019
Q3 | $5.24M | Buy |
37,719
+18,488
| +96% | +$2.54M | 0.46% | 36 |
|
|
2019
Q2 | $2.58M | Buy |
19,231
+942
| +5% | +$120K | 0.26% | 54 |
|
|
2019
Q1 | $2.16M | Sell |
18,289
-328
| -2% | -$35.8K | 0.24% | 53 |
|
|
2018
Q4 | $1.89M | Buy |
18,617
+3,394
| +22% | +$364K | 0.19% | 72 |
|
|
2018
Q3 | $1.74M | Sell |
15,223
-492
| -3% | -$53.3K | 0.16% | 68 |
|
|
2018
Q2 | $1.55M | Buy |
15,715
+519
| +3% | +$50.3K | 0.15% | 70 |
|
|
2018
Q1 | $1.39M | Sell |
15,196
-42
| -0.3% | -$3.84K | 0.14% | 73 |
|
|
2017
Q4 | $1.3M | Buy |
15,238
+848
| +6% | +$69.6K | 0.13% | 71 |
|
|
2017
Q3 | $1.07M | Buy |
+14,390
| New | +$1.05M | 0.11% | 91 |
|
|
2017
Q1 | – | Sell |
-10,611
| Closed | -$659K | – | 137 |
|
|
2016
Q4 | $659K | Buy |
+10,611
| New | +$638K | 0.08% | 108 |
|
|
2016
Q1 | – | Sell |
-11,229
| Closed | -$623K | – | 112 |
|
|
2015
Q4 | $623K | Buy |
+11,229
| New | +$591K | 0.1% | 94 |
|
Other funds holding MSFT
CLA (CliftonLarsonAllen) Wealth Advisors's MSFT Position: Q2 2026 in Review
CLA (CliftonLarsonAllen) Wealth Advisors increased its Microsoft (MSFT) stake by 17% in Q2 2026, buying an estimated $5.05M and bringing the position to 86,519 shares worth $32.3M. The position accounts for 0.42% of the portfolio, ranked #36.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MSFT in Q4 2015 and has held it in 37 quarters since. 6,191 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors held 86,519 shares of Microsoft worth $32.3M as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors bought 12,471 Microsoft shares in Q2 2026, an estimated $5.05M.
- Microsoft made up 0.42% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #36 holding.
- CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Microsoft in Q4 2015 and has held it in 37 quarters since.
- 6,191 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.