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Enclave Advisors’s Microsoft MSFT Stock Holding History

Enclave 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 		$5.94M Sell
15,934
-3,983
-20% -$1.61M 0.75% 33
2026
Q1 		$7.37M Sell
19,917
-7,965
-29% -$3.33M 1.01% 30
2025
Q4 		$13.5M Sell
27,882
-414
-1% -$207K 1.91% 13
2025
Q3 		$14.7M Sell
28,296
-291
-1% -$148K 2.24% 11
2025
Q2 		$14.2M Sell
28,587
-2,563
-8% -$1.11M 2.3% 11
2025
Q1 		$11.7M Sell
31,150
-8,241
-21% -$3.36M 2% 15
2024
Q4 		$16.6M Sell
39,391
-1,725
-4% -$735K 2.73% 9
2024
Q3 		$17.7M Buy
+41,116
New +$17.6M 3% 8

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

Enclave Advisors's MSFT Position: Q2 2026 in Review

Enclave Advisors reduced its Microsoft (MSFT) stake by 20% in Q2 2026, selling an estimated $1.61M and leaving 15,934 shares worth $5.94M. The position accounts for 0.75% of the portfolio, ranked #33.

Enclave Advisors first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.7M in Q3 2024. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Enclave Advisors held 15,934 shares of Microsoft worth $5.94M as of Q2 2026.
  • Enclave Advisors sold 3,983 Microsoft shares in Q2 2026, an estimated $1.61M.
  • Microsoft made up 0.75% of Enclave Advisors's portfolio in Q2 2026, its #33 holding.
  • Enclave Advisors first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
  • Enclave Advisors's Microsoft position peaked at $17.7M in Q3 2024.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.