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Concurrent Investment Advisors’s Microsoft MSFT Stock Holding History

Concurrent Investment 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
2025
Q1 		– Sell
-300
Closed -$126K – 1300
2024
Q4 		$126K Hold
300
– – ﹤0.01% 1037
2024
Q3 		$129K Buy
+300
New +$128K ﹤0.01% 990

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concurrent Investment Advisors's MSFT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $25.8M and bringing the position to 644,821 shares worth $241M. The position accounts for 2.05% of the portfolio, ranked #4.

Concurrent Investment Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $271M in Q4 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Concurrent Investment Advisors held 644,821 shares of Microsoft worth $241M as of Q2 2026.
  • Concurrent Investment Advisors bought 63,828 Microsoft shares in Q2 2026, an estimated $25.8M.
  • Microsoft made up 2.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Concurrent Investment Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Microsoft position peaked at $271M in Q4 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.