Diversify Advisory Services’s Microsoft MSFT Stock Holding History

Diversify Advisory Services’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	$78.6K	Buy	+20,200	New	+$8.17M	﹤0.01%	1228

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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. 6,221 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.
6,221 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.