Continuum Wealth Advisors’s Microsoft MSFT Stock Holding History

Continuum Wealth 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	$1.79M	Sell	4,803 -660	-12%	-$267K	0.6%	14
2026 Q1	$2.02M	Sell	5,463 -100	-2%	-$41.8K	0.84%	13
2025 Q4	$2.69M	Buy	5,563 +325	+6%	+$163K	1.04%	15
2025 Q3	$2.71M	Buy	5,238 +749	+17%	+$382K	1.16%	15
2025 Q2	$2.23M	Buy	4,489 +115	+3%	+$49.9K	1.07%	15
2025 Q1	$1.64M	Sell	4,374 -790	-15%	-$322K	0.84%	14
2024 Q4	$2.18M	Buy	5,164 +12	+0.2%	+$5.11K	1.1%	16
2024 Q3	$2.22M	Sell	5,152 -22	-0.4%	-$9.4K	1.19%	16
2024 Q2	$2.31M	Buy	5,174 +181	+4%	+$76.4K	1.22%	13
2024 Q1	$2.1M	Buy	4,993 +377	+8%	+$153K	1.19%	14
2023 Q4	$1.74M	Sell	4,616 -20	-0.4%	-$7.12K	1.13%	14
2023 Q3	$1.46M	Sell	4,636 -20	-0.4%	-$6.61K	1.03%	16
2023 Q2	$1.59M	Hold	4,656	–	–	1.12%	15
2023 Q1	$1.34M	Hold	4,656	–	–	1.1%	12
2022 Q4	$1.12M	Buy	+4,656	New	+$1.12M	1.11%	17

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

Continuum Wealth Advisors's MSFT Position: Q2 2026 in Review

Continuum Wealth Advisors reduced its Microsoft (MSFT) stake by 12% in Q2 2026, selling an estimated $267K and leaving 4,803 shares worth $1.79M. The position accounts for 0.6% of the portfolio, ranked #14.

Continuum Wealth Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.71M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Continuum Wealth Advisors held 4,803 shares of Microsoft worth $1.79M as of Q2 2026.
Continuum Wealth Advisors sold 660 Microsoft shares in Q2 2026, an estimated $267K.
Microsoft made up 0.6% of Continuum Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Continuum Wealth Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
Continuum Wealth Advisors's Microsoft position peaked at $2.71M in Q3 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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