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Core Wealth Advisors (Florida)’s Microsoft MSFT Stock Holding History

Core Wealth Advisors (Florida)’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 		$1.74M Buy
4,663
+1,497
+47% +$606K 0.35% 34
2026
Q1 		$1.17M Buy
3,166
+142
+5% +$59.4K 0.28% 36
2025
Q4 		$1.46M Sell
3,024
-258
-8% -$129K 0.38% 23
2025
Q3 		$1.7M Buy
3,282
+765
+30% +$390K 0.44% 24
2025
Q2 		$1.25M Buy
2,517
+408
+19% +$177K 0.36% 26
2025
Q1 		$792K Buy
2,109
+253
+14% +$103K 0.25% 39
2024
Q4 		$782K Buy
1,856
+27
+1% +$11.5K 0.26% 37
2024
Q3 		$787K Sell
1,829
-19
-1% -$8.12K 0.25% 32
2024
Q2 		$826K Buy
1,848
+294
+19% +$124K 0.28% 33
2024
Q1 		$654K Buy
1,554
+138
+10% +$55.9K 0.22% 32
2023
Q4 		$532K Buy
1,416
+641
+83% +$228K 0.2% 31
2023
Q3 		$245K Buy
775
+20
+3% +$6.61K 0.1% 44
2023
Q2 		$257K Sell
755
-39
-5% -$12.2K 0.1% 45
2023
Q1 		$229K Buy
794
+138
+21% +$35.2K 0.09% 44
2022
Q4 		$157K Sell
656
-5,414
-89% -$1.3M 0.07% 45
2022
Q3 		$1.41M Buy
6,070
+369
+6% +$97.4K 0.82% 14
2022
Q2 		$1.46M Buy
5,701
+2,286
+67% +$620K 0.9% 16
2022
Q1 		$1.05M Buy
3,415
+2,359
+223% +$710K 0.59% 20
2021
Q4 		$355K Sell
1,056
-86
-8% -$27.9K 0.21% 27
2021
Q3 		$322K Sell
1,142
-47
-4% -$13.7K 0.21% 32
2021
Q2 		$322K Sell
1,189
-1,686
-59% -$429K 0.21% 29
2021
Q1 		$678K Buy
2,875
+132
+5% +$30.6K 0.6% 16
2020
Q4 		$610K Sell
2,743
-99
-3% -$21.3K 0.54% 18
2020
Q3 		$598K Sell
2,842
-101
-3% -$21.2K 0.56% 18
2020
Q2 		$599K Buy
2,943
+589
+25% +$107K 0.53% 22
2020
Q1 		$371K Buy
2,354
+1,970
+513% +$324K 0.28% 23
2019
Q4 		$61K Buy
+384
New +$56.4K 0.04% 47

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

Core Wealth Advisors (Florida)'s MSFT Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Microsoft (MSFT) stake by 47% in Q2 2026, buying an estimated $606K and bringing the position to 4,663 shares worth $1.74M. The position accounts for 0.35% of the portfolio, ranked #34.

Core Wealth Advisors (Florida) first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Core Wealth Advisors (Florida) held 4,663 shares of Microsoft worth $1.74M as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 1,497 Microsoft shares in Q2 2026, an estimated $606K.
  • Microsoft made up 0.35% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #34 holding.
  • Core Wealth Advisors (Florida) first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.