Financial Network Wealth Advisors’s Microsoft MSFT Stock Holding History

Financial Network 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	$1.48M	Buy	3,976 +118	+3%	+$47.7K	1.51%	10
2026 Q1	$1.43M	Sell	3,858 -74	-2%	-$31K	1.46%	9
2025 Q4	$1.9M	Buy	3,932 +131	+3%	+$65.6K	1.98%	9
2025 Q3	$1.97M	Buy	3,801 +10	+0.3%	+$5.1K	2.15%	8
2025 Q2	$1.89M	Buy	3,791 +20	+0.5%	+$8.69K	2.29%	6
2025 Q1	$1.42M	Buy	3,771 +415	+12%	+$169K	1.86%	8
2024 Q4	$1.41M	Sell	3,356 -1,083	-24%	-$461K	2.63%	6
2024 Q3	$1.91M	Sell	4,439 -58	-1%	-$24.8K	1.58%	11
2024 Q2	$2.01M	Buy	4,497 +82	+2%	+$34.6K	1.5%	9
2024 Q1	$1.86M	Buy	4,415 +6	+0.1%	+$2.43K	1.85%	9
2023 Q4	$1.66M	Buy	+4,409	New	+$1.57M	1.77%	11

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

Financial Network Wealth Advisors's MSFT Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its Microsoft (MSFT) stake by 3.1% in Q2 2026, buying an estimated $47.7K and bringing the position to 3,976 shares worth $1.48M. The position accounts for 1.51% of the portfolio, ranked #10.

Financial Network Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.01M in Q2 2024. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Financial Network Wealth Advisors held 3,976 shares of Microsoft worth $1.48M as of Q2 2026.
Financial Network Wealth Advisors bought 118 Microsoft shares in Q2 2026, an estimated $47.7K.
Microsoft made up 1.51% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Financial Network Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Financial Network Wealth Advisors's Microsoft position peaked at $2.01M in Q2 2024.
6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.