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Encompass Wealth Advisors’s Microsoft MSFT Stock Holding History

Encompass 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 		$5.91M Buy
15,836
+56
+0.4% +$22.7K 1.8% 14
2026
Q1 		$5.84M Sell
15,780
-1,913
-11% -$800K 2.03% 12
2025
Q4 		$8.56M Sell
17,693
-600
-3% -$301K 2.91% 8
2025
Q3 		$9.47M Sell
18,293
-111
-0.6% -$56.6K 3.23% 8
2025
Q2 		$9.15M Sell
18,404
-285
-2% -$124K 3.36% 7
2025
Q1 		$7.02M Sell
18,689
-144
-0.8% -$58.7K 2.86% 8
2024
Q4 		$7.94M Sell
18,833
-4,439
-19% -$1.89M 3.21% 9
2024
Q3 		$10M Sell
23,272
-123
-0.5% -$52.6K 2.51% 9
2024
Q2 		$10.5M Sell
23,395
-29
-0.1% -$12.2K 2.77% 7
2024
Q1 		$9.86M Buy
23,424
+30
+0.1% +$12.1K 2.62% 8
2023
Q4 		$8.8M Buy
23,394
+204
+0.9% +$72.6K 2.64% 9
2023
Q3 		$7.32M Buy
23,190
+513
+2% +$170K 2.44% 9
2023
Q2 		$7.72M Sell
22,677
-223
-1% -$69.9K 2.51% 9
2023
Q1 		$6.6M Sell
22,900
-9
-0% -$2.3K 2.25% 9
2022
Q4 		$5.49M Sell
22,909
-683
-3% -$164K 2% 9
2022
Q3 		$5.5M Sell
23,592
-645
-3% -$170K 2.09% 9
2022
Q2 		$6.22M Sell
24,237
-2,772
-10% -$752K 2.2% 9
2022
Q1 		$8.33M Buy
27,009
+655
+2% +$197K 2.1% 10
2021
Q4 		$8.86M Buy
26,354
+421
+2% +$136K 2.16% 10
2021
Q3 		$7.31M Sell
25,933
-8,251
-24% -$2.4M 1.91% 10
2021
Q2 		$9.26M Buy
34,184
+174
+0.5% +$44.2K 2.28% 9
2021
Q1 		$8.39M Sell
34,010
-1,589
-4% -$369K 2.14% 9
2020
Q4 		$7.92M Buy
+35,599
New +$7.65M 4.56% 6

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

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

Encompass Wealth Advisors increased its Microsoft (MSFT) stake by 0.35% in Q2 2026, buying an estimated $22.7K and bringing the position to 15,836 shares worth $5.91M. The position accounts for 1.8% of the portfolio, ranked #14.

Encompass Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.5M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Encompass Wealth Advisors held 15,836 shares of Microsoft worth $5.91M as of Q2 2026.
  • Encompass Wealth Advisors bought 56 Microsoft shares in Q2 2026, an estimated $22.7K.
  • Microsoft made up 1.8% of Encompass Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Encompass Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's Microsoft position peaked at $10.5M in Q2 2024.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.