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Excelsior Advisor Network’s Microsoft MSFT Stock Holding History

Excelsior Advisor Network’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 		$19.1M Buy
51,106
+37,274
+269% +$15.1M 2.51% 4
2026
Q1 		$5.12M Buy
13,832
+3,749
+37% +$1.57M 1.95% 16
2025
Q4 		$4.88M Buy
+10,083
New +$5.05M 2.37% 13

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

Excelsior Advisor Network's MSFT Position: Q2 2026 in Review

Excelsior Advisor Network increased its Microsoft (MSFT) stake by 269% in Q2 2026, buying an estimated $15.1M and bringing the position to 51,106 shares worth $19.1M. The position accounts for 2.51% of the portfolio, ranked #4.

Excelsior Advisor Network first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,207 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Excelsior Advisor Network held 51,106 shares of Microsoft worth $19.1M as of Q2 2026.
  • Excelsior Advisor Network bought 37,274 Microsoft shares in Q2 2026, an estimated $15.1M.
  • Microsoft made up 2.51% of Excelsior Advisor Network's portfolio in Q2 2026, its #4 holding.
  • Excelsior Advisor Network first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 6,207 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.