Diversify Advisory Services’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$71M Buy
182,468
+144,505
+381% +$58.5M 1.19% 12
2026
Q1
$16.1M Sell
37,963
-70,049
-65% -$29.3M 2.46% 13
2025
Q4
$49.7M Sell
108,012
-13,042
-11% -$6.54M 1.57% 9
2025
Q3
$62.6M Sell
121,054
-11,313
-9% -$5.77M 2.1% 8
2025
Q2
$70.1M Buy
132,367
+48,330
+58% +$21M 2.68% 6
2025
Q1
$33.1M Sell
84,037
-8,758
-9% -$3.57M 2.07% 8
2024
Q4
$38.9M Buy
92,795
+1,293
+1% +$551K 2.14% 10
2024
Q3
$39.1M Buy
91,502
+1,053
+1% +$450K 2.1% 9
2024
Q2
$41.6M Buy
90,449
+1,186
+1% +$501K 2.28% 7
2024
Q1
$37.9M Buy
+89,263
New +$36.1M 2.23% 6

Other funds holding MSFT

Diversify Advisory Services's MSFT Position: Q2 2026 in Review

Diversify Advisory Services increased its Microsoft (MSFT) stake by 381% in Q2 2026, buying an estimated $58.5M and bringing the position to 182,468 shares worth $71M. The position accounts for 1.19% of the portfolio, ranked #12.

Diversify Advisory Services first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. 6,256 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Diversify Advisory Services held 182,468 shares of Microsoft worth $71M as of Q2 2026.
  • Diversify Advisory Services bought 144,505 Microsoft shares in Q2 2026, an estimated $58.5M.
  • Microsoft made up 1.19% of Diversify Advisory Services's portfolio in Q2 2026, its #12 holding.
  • Diversify Advisory Services first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
  • 6,256 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.