Coastal Bridge 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 | $28.2M | Buy |
75,705
+85
| +0.1% | +$34.4K | 1.75% | 8 |
|
|
2026
Q1 | $28M | Sell |
75,620
-53
| -0.1% | -$22.2K | 1.98% | 7 |
|
|
2025
Q4 | $36.6M | Buy |
75,673
+311
| +0.4% | +$156K | 2.73% | 3 |
|
|
2025
Q3 | $39M | Sell |
75,362
-1,024
| -1% | -$522K | 2.96% | 2 |
|
|
2025
Q2 | $38M | Buy |
76,386
+126
| +0.2% | +$54.7K | 3.13% | 2 |
|
|
2025
Q1 | $28.6M | Buy |
76,260
+58,927
| +340% | +$24M | 2.59% | 5 |
|
|
2024
Q4 | $7.31M | Buy |
17,333
+130
| +0.8% | +$55.4K | 1.84% | 15 |
|
|
2024
Q3 | $7.4M | Buy |
17,203
+180
| +1% | +$76.9K | 1.83% | 13 |
|
|
2024
Q2 | $7.61M | Buy |
17,023
+466
| +3% | +$197K | 1.89% | 11 |
|
|
2024
Q1 | $6.97M | Sell |
16,557
-734
| -4% | -$297K | 1.6% | 13 |
|
|
2023
Q4 | $6.5M | Buy |
17,291
+491
| +3% | +$175K | 1.67% | 12 |
|
|
2023
Q3 | $5.3M | Buy |
16,800
+885
| +6% | +$292K | 1.42% | 15 |
|
|
2023
Q2 | $5.42M | Sell |
15,915
-149
| -0.9% | -$46.7K | 1.33% | 15 |
|
|
2023
Q1 | $4.63M | Buy |
16,064
+969
| +6% | +$247K | 1.17% | 17 |
|
|
2022
Q4 | $3.62M | Buy |
15,095
+548
| +4% | +$132K | 1.03% | 21 |
|
|
2022
Q3 | $3.39M | Buy |
14,547
+178
| +1% | +$47K | 0.91% | 23 |
|
|
2022
Q2 | $3.69M | Buy |
14,369
+637
| +5% | +$173K | 1.14% | 18 |
|
|
2022
Q1 | $4.23M | Sell |
13,732
-9,766
| -42% | -$2.94M | 0.97% | 22 |
|
|
2021
Q4 | $6.79M | Buy |
23,498
+9,801
| +72% | +$3.18M | 1.41% | 16 |
|
|
2021
Q3 | $3.86M | Sell |
13,697
-680
| -5% | -$198K | 0.89% | 22 |
|
|
2021
Q2 | $3.9M | Buy |
14,377
+2,241
| +18% | +$570K | 0.8% | 22 |
|
|
2021
Q1 | $2.86M | Buy |
12,136
+2,353
| +24% | +$546K | 0.52% | 24 |
|
|
2020
Q4 | $2.18M | Buy |
9,783
+1,344
| +16% | +$289K | 0.43% | 33 |
|
|
2020
Q3 | $1.77M | Sell |
8,439
-729
| -8% | -$153K | 0.54% | 32 |
|
|
2020
Q2 | $1.87M | Buy |
9,168
+764
| +9% | +$139K | 0.6% | 32 |
|
|
2020
Q1 | $1.32M | Sell |
8,404
-485
| -5% | -$79.8K | 0.49% | 36 |
|
|
2019
Q4 | $1.4M | Buy |
8,889
+1,447
| +19% | +$213K | 0.36% | 36 |
|
|
2019
Q3 | $1.03M | Buy |
7,442
+268
| +4% | +$36.9K | 0.35% | 46 |
|
|
2019
Q2 | $961K | Sell |
7,174
-146
| -2% | -$18.5K | 0.28% | 45 |
|
|
2019
Q1 | $863K | Sell |
7,320
-1,505
| -17% | -$164K | 0.3% | 48 |
|
|
2018
Q4 | $896K | Buy |
8,825
+6
| +0.1% | +$643 | 0.35% | 45 |
|
|
2018
Q3 | $1.01M | Buy |
8,819
+1,005
| +13% | +$109K | 0.38% | 42 |
|
|
2018
Q2 | $771K | Buy |
7,814
+1,337
| +21% | +$130K | 0.31% | 48 |
|
|
2018
Q1 | $591K | Sell |
6,477
-1,046
| -14% | -$95.7K | 0.21% | 59 |
|
|
2017
Q4 | $647K | Sell |
7,523
-1,091
| -13% | -$89.5K | 0.21% | 57 |
|
|
2017
Q3 | $642K | Sell |
8,614
-208
| -2% | -$15.2K | 0.21% | 54 |
|
|
2017
Q2 | $608K | Buy |
8,822
+295
| +3% | +$20.3K | 0.2% | 55 |
|
|
2017
Q1 | $562K | Buy |
8,527
+7
| +0.1% | +$449 | 0.19% | 52 |
|
|
2016
Q4 | $529K | Buy |
8,520
+1,107
| +15% | +$66.6K | 0.21% | 50 |
|
|
2016
Q3 | $427K | Buy |
7,413
+207
| +3% | +$11.7K | 0.21% | 39 |
|
|
2016
Q2 | $369K | Buy |
7,206
+2,888
| +67% | +$150K | 0.19% | 44 |
|
|
2016
Q1 | $238K | Sell |
4,318
-292
| -6% | -$15.3K | 0.17% | 51 |
|
|
2015
Q4 | $256K | Buy |
+4,610
| New | +$243K | 0.14% | 49 |
|
Other funds holding MSFT
Coastal Bridge Advisors's MSFT Position: Q2 2026 in Review
Coastal Bridge Advisors increased its Microsoft (MSFT) stake by 0.11% in Q2 2026, buying an estimated $34.4K and bringing the position to 75,705 shares worth $28.2M. The position accounts for 1.75% of the portfolio, ranked #8.
Coastal Bridge Advisors first reported a position in MSFT in Q4 2015 and has held it in 43 quarters since. The position peaked at $39M in Q3 2025. 6,251 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Coastal Bridge Advisors held 75,705 shares of Microsoft worth $28.2M as of Q2 2026.
- Coastal Bridge Advisors bought 85 Microsoft shares in Q2 2026, an estimated $34.4K.
- Microsoft made up 1.75% of Coastal Bridge Advisors's portfolio in Q2 2026, its #8 holding.
- Coastal Bridge Advisors first reported a position in Microsoft in Q4 2015 and has held it in 43 quarters since.
- Coastal Bridge Advisors's Microsoft position peaked at $39M in Q3 2025.
- 6,251 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.