Exit Wealth Advisors’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
$6.02M Sell
16,140
-166
-1% -$67.2K 2.74% 6
2026
Q1
$6.04M Buy
16,306
+255
+2% +$107K 3.1% 7
2025
Q4
$7.76M Buy
16,051
+281
+2% +$141K 4.59% 4
2025
Q3
$8.17M Buy
+15,770
New +$8.04M 5.45% 2

Other funds holding MSFT

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

Exit Wealth Advisors reduced its Microsoft (MSFT) stake by 1% in Q2 2026, selling an estimated $67.2K and leaving 16,140 shares worth $6.02M. The position accounts for 2.74% of the portfolio, ranked #6.

Exit Wealth Advisors first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.17M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Exit Wealth Advisors held 16,140 shares of Microsoft worth $6.02M as of Q2 2026.
  • Exit Wealth Advisors sold 166 Microsoft shares in Q2 2026, an estimated $67.2K.
  • Microsoft made up 2.74% of Exit Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Exit Wealth Advisors first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
  • Exit Wealth Advisors's Microsoft position peaked at $8.17M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.