FFA
MSFT icon

Florida Financial Advisors’s Microsoft MSFT Stock Holding History

Florida Financial 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 		$7.06M Sell
18,925
-1,158
-6% -$469K 1.19% 16
2026
Q1 		$7.44M Sell
20,083
-476
-2% -$199K 1.78% 7
2025
Q4 		$9.93M Buy
20,559
+3,842
+23% +$1.93M 2.7% 5
2025
Q3 		$8.66M Sell
16,717
-1,666
-9% -$850K 2.68% 4
2025
Q2 		$9.15M Buy
18,383
+1,948
+12% +$846K 3.03% 4
2025
Q1 		$6.17M Sell
16,435
-862
-5% -$351K 2.43% 9
2024
Q4 		$7.29M Sell
17,297
-6,327
-27% -$2.69M 3.26% 7
2024
Q3 		$5.79M Sell
23,624
-380
-2% -$162K 2.99% 9
2024
Q2 		$6.27M Buy
24,004
+11,249
+88% +$4.75M 3.76% 8
2024
Q1 		$5.37M Sell
12,755
-8,134
-39% -$3.29M 3.94% 8
2023
Q4 		$4.03M Buy
+20,889
New +$7.44M 3.74% 9

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

Florida Financial Advisors's MSFT Position: Q2 2026 in Review

Florida Financial Advisors reduced its Microsoft (MSFT) stake by 5.8% in Q2 2026, selling an estimated $469K and leaving 18,925 shares worth $7.06M. The position accounts for 1.19% of the portfolio, ranked #16.

Florida Financial Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.93M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Florida Financial Advisors held 18,925 shares of Microsoft worth $7.06M as of Q2 2026.
  • Florida Financial Advisors sold 1,158 Microsoft shares in Q2 2026, an estimated $469K.
  • Microsoft made up 1.19% of Florida Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Florida Financial Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Florida Financial Advisors's Microsoft position peaked at $9.93M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.