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Crux Wealth Advisors’s Microsoft MSFT Stock Holding History

Crux 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 		$5.31M Sell
14,249
-294
-2% -$119K 1.84% 8
2026
Q1 		$5.38M Buy
14,543
+207
+1% +$86.6K 2.07% 7
2025
Q4 		$6.93M Sell
14,336
-734
-5% -$368K 2.58% 6
2025
Q3 		$7.81M Buy
15,070
+317
+2% +$162K 3.09% 6
2025
Q2 		$7.34M Sell
14,753
-391
-3% -$170K 3.12% 4
2025
Q1 		$5.68M Buy
15,144
+523
+4% +$213K 2.96% 2
2024
Q4 		$6.16M Buy
+14,621
New +$6.23M 3.43% 3

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

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

Crux Wealth Advisors reduced its Microsoft (MSFT) stake by 2% in Q2 2026, selling an estimated $119K and leaving 14,249 shares worth $5.31M. The position accounts for 1.84% of the portfolio, ranked #8.

Crux Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.81M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Crux Wealth Advisors held 14,249 shares of Microsoft worth $5.31M as of Q2 2026.
  • Crux Wealth Advisors sold 294 Microsoft shares in Q2 2026, an estimated $119K.
  • Microsoft made up 1.84% of Crux Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Crux Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's Microsoft position peaked at $7.81M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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