Flagship Wealth Advisors’s Microsoft MSFT Stock Holding History

Flagship 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	$2.14M	Buy	5,727 +2,551	+80%	+$1.03M	0.48%	39
2026 Q1	$1.58M	Sell	3,176 -2,173	-41%	-$909K	0.68%	31
2025 Q4	$2.59M	Buy	5,349 +1,475	+38%	+$739K	0.75%	33
2025 Q3	$2.01M	Sell	3,874 -227	-6%	-$116K	0.66%	32
2025 Q2	$2.04M	Buy	4,101 +72	+2%	+$31.3K	0.77%	31
2025 Q1	$1.51M	Buy	4,029 +999	+33%	+$407K	0.64%	33
2024 Q4	$1.28M	Buy	+3,030	New	+$1.29M	0.75%	24

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

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

Flagship Wealth Advisors increased its Microsoft (MSFT) stake by 80% in Q2 2026, buying an estimated $1.03M and bringing the position to 5,727 shares worth $2.14M. The position accounts for 0.48% of the portfolio, ranked #39.

Flagship Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.59M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Flagship Wealth Advisors held 5,727 shares of Microsoft worth $2.14M as of Q2 2026.
Flagship Wealth Advisors bought 2,551 Microsoft shares in Q2 2026, an estimated $1.03M.
Microsoft made up 0.48% of Flagship Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Flagship Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's Microsoft position peaked at $2.59M in Q4 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.