Claro Advisors’s Microsoft MSFT Stock Holding History

Claro 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
2019 Q1	–	Sell	-400	Closed	-$1K	–	654
2018 Q4	$1K	Buy	+400	New	+$42.8K	﹤0.01%	1032

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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.