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Helium Advisors’s Microsoft MSFT Stock Holding History

Helium 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 		$8.73M Sell
23,398
-739
-3% -$299K 7.25% 1
2026
Q1 		$8.93M Buy
24,137
+7,062
+41% +$2.96M 8.5% 1
2025
Q4 		$8.26M Sell
17,075
-784
-4% -$393K 8.36% 2
2025
Q3 		$9.25M Sell
17,859
-1,068
-6% -$545K 7.72% 3
2025
Q2 		$9.41M Sell
18,927
-122
-0.6% -$53K 5.95% 4
2025
Q1 		$7.15M Buy
19,049
+11,232
+144% +$4.58M 5.2% 6
2024
Q4 		$3.29M Buy
+7,817
New +$3.33M 2.61% 8

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

Helium Advisors's MSFT Position: Q2 2026 in Review

Helium Advisors reduced its Microsoft (MSFT) stake by 3.1% in Q2 2026, selling an estimated $299K and leaving 23,398 shares worth $8.73M. The position accounts for 7.25% of the portfolio, ranked #1.

Helium Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.41M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Helium Advisors held 23,398 shares of Microsoft worth $8.73M as of Q2 2026.
  • Helium Advisors sold 739 Microsoft shares in Q2 2026, an estimated $299K.
  • Microsoft made up 7.25% of Helium Advisors's portfolio in Q2 2026, its #1 holding.
  • Helium Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Helium Advisors's Microsoft position peaked at $9.41M in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.