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Heritage Wealth Architects’s Microsoft MSFT Stock Holding History

Heritage Wealth Architects’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 		$771K Sell
1,972
-1
-0.1% -$405 0.31% 37
2026
Q1 		$818K Sell
1,973
-158
-7% -$66.1K 0.34% 35
2025
Q4 		$993K Buy
2,131
+1,560
+273% +$782K 0.46% 31
2025
Q3 		$296K Buy
571
+8
+1% +$4.08K 0.18% 49
2025
Q2 		$280K Buy
+563
New +$244K 0.21% 41

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

Heritage Wealth Architects's MSFT Position: Q2 2026 in Review

Heritage Wealth Architects reduced its Microsoft (MSFT) stake by 0.05% in Q2 2026, selling an estimated $405 and leaving 1,972 shares worth $771K. The position accounts for 0.31% of the portfolio, ranked #37.

Heritage Wealth Architects first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $993K in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Heritage Wealth Architects held 1,972 shares of Microsoft worth $771K as of Q2 2026.
  • Heritage Wealth Architects sold 1 Microsoft share in Q2 2026, an estimated $405.
  • Microsoft made up 0.31% of Heritage Wealth Architects's portfolio in Q2 2026, its #37 holding.
  • Heritage Wealth Architects first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • Heritage Wealth Architects's Microsoft position peaked at $993K in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.