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FSA Advisors’s Microsoft MSFT Stock Holding History

FSA 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 		$3.57M Buy
+9,547
New +$3.86M 1.64% 7
2026
Q1 		– Sell
-4,873
Closed -$2.36M – 227
2025
Q4 		$2.36M Sell
4,873
-4,018
-45% -$2.01M 1.64% 10
2025
Q3 		$4.61M Buy
8,891
+5,275
+146% +$2.69M 3.65% 2
2025
Q2 		$1.8M Sell
3,616
-5,070
-58% -$2.2M 1.46% 13
2025
Q1 		$3.26M Buy
8,686
+4,816
+124% +$1.96M 2.59% 3
2024
Q4 		$1.63M Sell
3,870
-3,661
-49% -$1.56M 2% 5
2024
Q3 		$3.28M Sell
7,531
-282
-4% -$121K 3.27% 3
2024
Q2 		$3.43M Sell
7,813
-508
-6% -$215K 3.57% 3
2024
Q1 		$3.5M Buy
8,321
+489
+6% +$198K 3.75% 3
2023
Q4 		$2.95M Buy
+7,832
New +$2.79M 3.65% 3

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

FSA Advisors's MSFT Position: Q2 2026 in Review

FSA Advisors opened a new position in Microsoft (MSFT) in Q2 2026: 9,547 shares worth $3.57M. The stake represents 1.64% of the portfolio and ranks #7 among its holdings. This is a return to the name: FSA Advisors previously reported a position in MSFT as recently as Q4 2025.

FSA Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.61M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • FSA Advisors held 9,547 shares of Microsoft worth $3.57M as of Q2 2026.
  • Microsoft was a new FSA Advisors position in Q2 2026.
  • Microsoft made up 1.64% of FSA Advisors's portfolio in Q2 2026, its #7 holding.
  • FSA Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • FSA Advisors's Microsoft position peaked at $4.61M in Q3 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.