Consilio Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Consilio Wealth Advisors's MSFT Position: Q2 2026 in Review
Consilio Wealth Advisors increased its Microsoft (MSFT) stake by 3.2% in Q2 2026, buying an estimated $875K and bringing the position to 69,103 shares worth $25.8M. The position accounts for 6.18% of the portfolio, ranked #5.
Consilio Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.5M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Consilio Wealth Advisors held 69,103 shares of Microsoft worth $25.8M as of Q2 2026.
- Consilio Wealth Advisors bought 2,162 Microsoft shares in Q2 2026, an estimated $875K.
- Microsoft made up 6.18% of Consilio Wealth Advisors's portfolio in Q2 2026, its #5 holding.
- Consilio Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
- Consilio Wealth Advisors's Microsoft position peaked at $30.5M in Q3 2025.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.