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Clarity Wealth Advisors’s Microsoft MSFT Stock Holding History

Clarity Wealth 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 		$4.18M Sell
11,209
-33
-0.3% -$13.4K 0.74% 30
2026
Q1 		$4.16M Buy
11,242
+596
+6% +$249K 0.86% 30
2025
Q4 		$5.15M Buy
10,646
+681
+7% +$341K 1.05% 29
2025
Q3 		$5.16M Sell
9,965
-278
-3% -$142K 1.14% 29
2025
Q2 		$5.1M Buy
10,243
+163
+2% +$70.8K 1.26% 27
2025
Q1 		$3.78M Buy
10,080
+58
+0.6% +$23.6K 1.05% 28
2024
Q4 		$4.22M Sell
10,022
-31
-0.3% -$13.2K 1.15% 28
2024
Q3 		$4.33M Buy
10,053
+367
+4% +$157K 1.26% 28
2024
Q2 		$4.33M Sell
9,686
-217
-2% -$91.6K 1.4% 25
2024
Q1 		$4.17M Buy
9,903
+318
+3% +$129K 1.41% 24
2023
Q4 		$3.6M Buy
9,585
+148
+2% +$52.7K 1.36% 20
2023
Q3 		$2.98M Buy
9,437
+789
+9% +$261K 1.35% 22
2023
Q2 		$2.94M Buy
8,648
+825
+11% +$259K 1.32% 22
2023
Q1 		$2.26M Buy
7,823
+208
+3% +$53.1K 1.15% 23
2022
Q4 		$1.83M Buy
7,615
+279
+4% +$67K 1.05% 23
2022
Q3 		$1.71M Sell
7,336
-517
-7% -$137K 1.03% 24
2022
Q2 		$2.02M Buy
7,853
+1,124
+17% +$305K 1.15% 24
2022
Q1 		$2.07M Buy
6,729
+142
+2% +$42.7K 0.98% 25
2021
Q4 		$2.21M Sell
6,587
-106
-2% -$34.4K 1.03% 27
2021
Q3 		$1.89M Buy
6,693
+84
+1% +$24.4K 0.93% 28
2021
Q2 		$1.79M Sell
6,609
-10
-0.2% -$2.54K 0.93% 29
2021
Q1 		$1.56M Sell
6,619
-204
-3% -$47.3K 0.89% 30
2020
Q4 		$1.52M Buy
6,823
+22
+0.3% +$4.73K 0.92% 31
2020
Q3 		$1.43M Sell
6,801
-1,400
-17% -$294K 1.03% 25
2020
Q2 		$1.67M Sell
8,201
-179
-2% -$32.5K 1.32% 25
2020
Q1 		$1.32M Buy
8,380
+596
+8% +$98K 1.37% 23
2019
Q4 		$1.23M Buy
+7,784
New +$1.14M 1.03% 24

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Clarity Wealth Advisors's MSFT Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its Microsoft (MSFT) stake by 0.29% in Q2 2026, selling an estimated $13.4K and leaving 11,209 shares worth $4.18M. The position accounts for 0.74% of the portfolio, ranked #30.

Clarity Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.16M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Clarity Wealth Advisors held 11,209 shares of Microsoft worth $4.18M as of Q2 2026.
  • Clarity Wealth Advisors sold 33 Microsoft shares in Q2 2026, an estimated $13.4K.
  • Microsoft made up 0.74% of Clarity Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Clarity Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Clarity Wealth Advisors's Microsoft position peaked at $5.16M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.