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Cura Wealth Advisors’s Microsoft MSFT Stock Holding History

Cura 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 		$2.47M Buy
6,626
+580
+10% +$235K 1.06% 16
2026
Q1 		$2.24M Sell
6,046
-802
-12% -$336K 1% 18
2025
Q4 		$3.31M Buy
6,848
+625
+10% +$313K 1.26% 15
2025
Q3 		$3.22M Buy
6,223
+333
+6% +$170K 1.23% 15
2025
Q2 		$2.93M Sell
5,890
-153
-3% -$66.4K 1.17% 18
2025
Q1 		$2.27M Buy
6,043
+1,463
+32% +$596K 0.92% 19
2024
Q4 		$1.93M Buy
+4,580
New +$1.95M 0.85% 20

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 $3.38T AUM 44.17% 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

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

Cura Wealth Advisors increased its Microsoft (MSFT) stake by 9.6% in Q2 2026, buying an estimated $235K and bringing the position to 6,626 shares worth $2.47M. The position accounts for 1.06% of the portfolio, ranked #16.

Cura Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.31M in Q4 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Cura Wealth Advisors held 6,626 shares of Microsoft worth $2.47M as of Q2 2026.
  • Cura Wealth Advisors bought 580 Microsoft shares in Q2 2026, an estimated $235K.
  • Microsoft made up 1.06% of Cura Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Cura Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Cura Wealth Advisors's Microsoft position peaked at $3.31M in Q4 2025.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.