Clear Trail Advisors’s Microsoft MSFT Stock Holding History

Clear Trail 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	$16M	Sell	42,983 -253	-0.6%	-$102K	2.45%	14
2026 Q1	$16M	Buy	43,236 +3,352	+8%	+$1.4M	2.66%	7
2025 Q4	$19.3M	Buy	+39,884	New	+$20M	4.47%	5

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

Clear Trail Advisors's MSFT Position: Q2 2026 in Review

Clear Trail Advisors reduced its Microsoft (MSFT) stake by 0.59% in Q2 2026, selling an estimated $102K and leaving 42,983 shares worth $16M. The position accounts for 2.45% of the portfolio, ranked #14.

Clear Trail Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.3M in Q4 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Clear Trail Advisors held 42,983 shares of Microsoft worth $16M as of Q2 2026.
Clear Trail Advisors sold 253 Microsoft shares in Q2 2026, an estimated $102K.
Microsoft made up 2.45% of Clear Trail Advisors's portfolio in Q2 2026, its #14 holding.
Clear Trail Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
Clear Trail Advisors's Microsoft position peaked at $19.3M in Q4 2025.
6,181 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.