Gladstone Institutional Advisory’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 | $38.3M | Buy |
102,748
+1,906
| +2% | +$771K | 1.21% | 13 |
|
|
2026
Q1 | $37.3M | Buy |
100,842
+707
| +0.7% | +$296K | 1.38% | 11 |
|
|
2025
Q4 | $48.4M | Buy |
100,135
+5,195
| +5% | +$2.6M | 1.83% | 10 |
|
|
2025
Q3 | $49.2M | Buy |
94,940
+308
| +0.3% | +$157K | 1.89% | 7 |
|
|
2025
Q2 | $47.1M | Sell |
94,632
-2,854
| -3% | -$1.24M | 1.94% | 7 |
|
|
2025
Q1 | $36.6M | Buy |
97,486
+7,256
| +8% | +$2.96M | 1.71% | 10 |
|
|
2024
Q4 | $38M | Buy |
90,230
+6,030
| +7% | +$2.57M | 1.76% | 10 |
|
|
2024
Q3 | $36.2M | Buy |
84,200
+2,295
| +3% | +$981K | 1.77% | 7 |
|
|
2024
Q2 | $36.6M | Sell |
81,905
-1,917
| -2% | -$810K | 1.91% | 8 |
|
|
2024
Q1 | $35.3M | Sell |
83,822
-10,314
| -11% | -$4.18M | 1.93% | 7 |
|
|
2023
Q4 | $35.4M | Buy |
94,136
+18,341
| +24% | +$6.53M | 1.99% | 8 |
|
|
2023
Q3 | $23.9M | Sell |
75,795
-2,396
| -3% | -$792K | 1.55% | 10 |
|
|
2023
Q2 | $26.6M | Sell |
78,191
-1,121
| -1% | -$351K | 1.62% | 8 |
|
|
2023
Q1 | $22.9M | Sell |
79,312
-2,999
| -4% | -$765K | 1.48% | 10 |
|
|
2022
Q4 | $19.7M | Sell |
82,311
-3,985
| -5% | -$956K | 1.39% | 8 |
|
|
2022
Q3 | $20.1M | Sell |
86,296
-1,128
| -1% | -$298K | 1.57% | 6 |
|
|
2022
Q2 | $22.5M | Sell |
87,424
-10,053
| -10% | -$2.73M | 1.78% | 6 |
|
|
2022
Q1 | $30.1M | Buy |
97,477
+19,815
| +26% | +$5.96M | 2.03% | 4 |
|
|
2021
Q4 | $26.1M | Buy |
77,662
+5,561
| +8% | +$1.8M | 2.02% | 3 |
|
|
2021
Q3 | $20.3M | Buy |
72,101
+23,979
| +50% | +$6.98M | 1.99% | 4 |
|
|
2021
Q2 | $13M | Buy |
48,122
+19,074
| +66% | +$4.85M | 1.55% | 7 |
|
|
2021
Q1 | $6.85M | Buy |
29,048
+10,505
| +57% | +$2.44M | 1.06% | 21 |
|
|
2020
Q4 | $4.12M | Sell |
18,543
-552
| -3% | -$119K | 0.82% | 30 |
|
|
2020
Q3 | $4.02M | Buy |
19,095
+1,365
| +8% | +$287K | 0.96% | 24 |
|
|
2020
Q2 | $3.61M | Sell |
17,730
-6,226
| -26% | -$1.13M | 0.92% | 29 |
|
|
2020
Q1 | $3.78M | Buy |
23,956
+9,988
| +72% | +$1.64M | 0.97% | 26 |
|
|
2019
Q4 | $2.2M | Sell |
13,968
-91
| -0.6% | -$13.4K | 0.54% | 43 |
|
|
2019
Q3 | $1.96M | Buy |
14,059
+3,669
| +35% | +$505K | 0.5% | 47 |
|
|
2019
Q2 | $1.39M | Buy |
10,390
+3,474
| +50% | +$441K | 0.42% | 55 |
|
|
2019
Q1 | $816K | Buy |
6,916
+671
| +11% | +$73.2K | 0.3% | 71 |
|
|
2018
Q4 | $634K | Buy |
+6,245
| New | +$669K | 0.37% | 68 |
|
Other funds holding MSFT
Gladstone Institutional Advisory's MSFT Position: Q2 2026 in Review
Gladstone Institutional Advisory increased its Microsoft (MSFT) stake by 1.9% in Q2 2026, buying an estimated $771K and bringing the position to 102,748 shares worth $38.3M. The position accounts for 1.21% of the portfolio, ranked #13.
Gladstone Institutional Advisory first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $49.2M in Q3 2025. 6,189 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Gladstone Institutional Advisory held 102,748 shares of Microsoft worth $38.3M as of Q2 2026.
- Gladstone Institutional Advisory bought 1,906 Microsoft shares in Q2 2026, an estimated $771K.
- Microsoft made up 1.21% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #13 holding.
- Gladstone Institutional Advisory first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Gladstone Institutional Advisory's Microsoft position peaked at $49.2M in Q3 2025.
- 6,189 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.