Claro 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 | $19.8M | Buy |
53,155
+307
| +0.6% | +$124K | 2.08% | 8 |
|
|
2026
Q1 | $19.6M | Buy |
52,848
+10,816
| +26% | +$4.53M | 2.36% | 7 |
|
|
2025
Q4 | $20.3M | Buy |
42,032
+1,210
| +3% | +$606K | 2.77% | 5 |
|
|
2025
Q3 | $21.1M | Sell |
40,822
-982
| -2% | -$501K | 3.08% | 4 |
|
|
2025
Q2 | $20.8M | Sell |
41,804
-12,246
| -23% | -$5.32M | 3.43% | 2 |
|
|
2025
Q1 | $20.3M | Buy |
54,050
+43
| +0.1% | +$17.5K | 2.72% | 6 |
|
|
2024
Q4 | $22.8M | Sell |
54,007
-3,442
| -6% | -$1.47M | 3.08% | 5 |
|
|
2024
Q3 | $24.7M | Buy |
57,449
+4,700
| +9% | +$2.01M | 3.19% | 5 |
|
|
2024
Q2 | $23.6M | Buy |
52,749
+3,271
| +7% | +$1.38M | 3.68% | 5 |
|
|
2024
Q1 | $20.8M | Buy |
49,478
+1,448
| +3% | +$586K | 3.61% | 3 |
|
|
2023
Q4 | $18.1M | Buy |
48,030
+1,163
| +2% | +$414K | 3.91% | 3 |
|
|
2023
Q3 | $14.8M | Buy |
46,867
+1,415
| +3% | +$468K | 3.7% | 3 |
|
|
2023
Q2 | $15.5M | Sell |
45,452
-96
| -0.2% | -$30.1K | 3.85% | 3 |
|
|
2023
Q1 | $13.1M | Buy |
45,548
+4,415
| +11% | +$1.13M | 3.86% | 3 |
|
|
2022
Q4 | $9.86M | Buy |
41,133
+8,722
| +27% | +$2.09M | 3.23% | 3 |
|
|
2022
Q3 | $8.32M | Hold |
32,411
| – | – | 3.31% | 3 |
|
|
2022
Q2 | $8.32M | Sell |
32,411
-1,175
| -3% | -$319K | 3.31% | 3 |
|
|
2022
Q1 | $11.3M | Hold |
33,586
| – | – | 4.06% | 3 |
|
|
2021
Q4 | $11.3M | Buy |
33,586
+391
| +1% | +$127K | 4.06% | 3 |
|
|
2021
Q3 | $9.36M | Buy |
33,195
+3,833
| +13% | +$1.12M | 3.94% | 3 |
|
|
2021
Q2 | $7.95M | Buy |
29,362
+879
| +3% | +$223K | 3.58% | 4 |
|
|
2021
Q1 | $6.71M | Buy |
28,483
+1,972
| +7% | +$458K | 3.4% | 4 |
|
|
2020
Q4 | $5.9M | Buy |
26,511
+188
| +0.7% | +$40.4K | 3.13% | 4 |
|
|
2020
Q3 | $5.54M | Sell |
26,323
-4,665
| -15% | -$980K | 3.51% | 5 |
|
|
2020
Q2 | $6.31M | Buy |
30,988
+1,429
| +5% | +$259K | 4.34% | 4 |
|
|
2020
Q1 | $4.66M | Buy |
29,559
+4,025
| +16% | +$662K | 4.35% | 3 |
|
|
2019
Q4 | $4.03M | Buy |
25,534
+1,571
| +7% | +$231K | 3.1% | 3 |
|
|
2019
Q3 | $3.33M | Sell |
23,963
-279
| -1% | -$38.4K | 2.96% | 4 |
|
|
2019
Q2 | $3.25M | Buy |
24,242
+1,321
| +6% | +$168K | 3% | 4 |
|
|
2019
Q1 | $2.7M | Buy |
22,921
+1,190
| +5% | +$130K | 2.67% | 5 |
|
|
2018
Q4 | $2.48M | Buy |
+21,731
| New | +$2.33M | 1.99% | 5 |
|
Other funds holding MSFT
Claro Advisors's MSFT Position: Q2 2026 in Review
Claro Advisors increased its Microsoft (MSFT) stake by 0.58% in Q2 2026, buying an estimated $124K and bringing the position to 53,155 shares worth $19.8M. The position accounts for 2.08% of the portfolio, ranked #8.
Claro Advisors first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $24.7M in Q3 2024. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Claro Advisors held 53,155 shares of Microsoft worth $19.8M as of Q2 2026.
- Claro Advisors bought 307 Microsoft shares in Q2 2026, an estimated $124K.
- Microsoft made up 2.08% of Claro Advisors's portfolio in Q2 2026, its #8 holding.
- Claro Advisors first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Claro Advisors's Microsoft position peaked at $24.7M in Q3 2024.
- 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.