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Delap Wealth Advisory’s Microsoft MSFT Stock Holding History

Delap Wealth Advisory’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 		$3.19M Sell
8,542
-9
-0.1% -$3.64K 1.08% 21
2026
Q1 		$3.17M Sell
8,551
-908
-10% -$380K 1.19% 21
2025
Q4 		$4.57M Buy
9,459
+1,132
+14% +$567K 1.77% 16
2025
Q3 		$4.33M Sell
8,327
-609
-7% -$311K 1.82% 17
2025
Q2 		$4.44M Sell
8,936
-51
-0.6% -$22.1K 2.13% 13
2025
Q1 		$3.37M Sell
8,987
-6,733
-43% -$2.75M 1.88% 13
2024
Q4 		$6.63M Buy
15,720
+605
+4% +$258K 3.96% 8
2024
Q3 		$6.5M Sell
15,115
-1,239
-8% -$530K 4.11% 9
2024
Q2 		$7.31M Sell
16,354
-14,978
-48% -$6.33M 3.36% 8
2024
Q1 		$13.2M Sell
31,332
-33,706
-52% -$13.6M 5.33% 3
2023
Q4 		$24.5M Buy
65,038
+62,618
+2,588% +$22.3M 11.07% 2
2023
Q3 		$764K Buy
2,420
+423
+21% +$140K 0.74% 22
2023
Q2 		$680K Sell
1,997
-2,410
-55% -$755K 0.67% 24
2023
Q1 		$1.27M Sell
4,407
-3,904
-47% -$996K 1.3% 19
2022
Q4 		$1.99M Buy
+8,311
New +$1.99M 2.08% 14

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

Delap Wealth Advisory's MSFT Position: Q2 2026 in Review

Delap Wealth Advisory reduced its Microsoft (MSFT) stake by 0.11% in Q2 2026, selling an estimated $3.64K and leaving 8,542 shares worth $3.19M. The position accounts for 1.08% of the portfolio, ranked #21.

Delap Wealth Advisory first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $24.5M in Q4 2023. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Delap Wealth Advisory held 8,542 shares of Microsoft worth $3.19M as of Q2 2026.
  • Delap Wealth Advisory sold 9 Microsoft shares in Q2 2026, an estimated $3.64K.
  • Microsoft made up 1.08% of Delap Wealth Advisory's portfolio in Q2 2026, its #21 holding.
  • Delap Wealth Advisory first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Delap Wealth Advisory's Microsoft position peaked at $24.5M in Q4 2023.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.