Collaborative Fund Advisors’s Microsoft MSFT Stock Holding History

Collaborative Fund 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	$4.48M	Buy	12,008 +7,655	+176%	+$3.1M	2.61%	5
2026 Q1	$1.61M	Buy	+4,353	New	+$1.82M	1%	37

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

Collaborative Fund Advisors's MSFT Position: Q2 2026 in Review

Collaborative Fund Advisors increased its Microsoft (MSFT) stake by 176% in Q2 2026, buying an estimated $3.1M and bringing the position to 12,008 shares worth $4.48M. The position accounts for 2.61% of the portfolio, ranked #5.

Collaborative Fund Advisors first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 6,173 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Collaborative Fund Advisors held 12,008 shares of Microsoft worth $4.48M as of Q2 2026.
Collaborative Fund Advisors bought 7,655 Microsoft shares in Q2 2026, an estimated $3.1M.
Microsoft made up 2.61% of Collaborative Fund Advisors's portfolio in Q2 2026, its #5 holding.
Collaborative Fund Advisors first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
6,173 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Collaborative Fund Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.