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Golden Road Advisors’s Microsoft MSFT Stock Holding History

Golden Road 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 		$1.18M Buy
3,166
+239
+8% +$96.7K 0.57% 18
2026
Q1 		$1.08M Sell
2,927
-48
-2% -$20.1K 0.62% 14
2025
Q4 		$1.44M Sell
2,975
-423
-12% -$212K 0.82% 13
2025
Q3 		$1.76M Buy
3,398
+1,423
+72% +$726K 1.02% 11
2025
Q2 		$982K Sell
1,975
-801
-29% -$348K 0.65% 17
2025
Q1 		$1.04M Buy
2,776
+960
+53% +$391K 0.81% 13
2024
Q4 		$765K Buy
1,816
+8
+0.4% +$3.41K 0.58% 18
2024
Q3 		$778K Sell
1,808
-189
-9% -$80.8K 0.61% 19
2024
Q2 		$918K Buy
1,997
+129
+7% +$54.5K 0.76% 14
2024
Q1 		$786K Sell
1,868
-56
-3% -$22.7K 0.65% 17
2023
Q4 		$723K Buy
+1,924
New +$685K 0.69% 15

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

Golden Road Advisors's MSFT Position: Q2 2026 in Review

Golden Road Advisors increased its Microsoft (MSFT) stake by 8.2% in Q2 2026, buying an estimated $96.7K and bringing the position to 3,166 shares worth $1.18M. The position accounts for 0.57% of the portfolio, ranked #18.

Golden Road Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.76M in Q3 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Golden Road Advisors held 3,166 shares of Microsoft worth $1.18M as of Q2 2026.
  • Golden Road Advisors bought 239 Microsoft shares in Q2 2026, an estimated $96.7K.
  • Microsoft made up 0.57% of Golden Road Advisors's portfolio in Q2 2026, its #18 holding.
  • Golden Road Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Golden Road Advisors's Microsoft position peaked at $1.76M in Q3 2025.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.