High Net Worth Advisory Group’s Microsoft MSFT Stock Holding History

High Net Worth Advisory Group’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	$5.17M	Buy	13,851 +1,290	+10%	+$522K	1.1%	22
2026 Q1	$4.65M	Buy	12,561 +53	+0.4%	+$22.2K	1.08%	22
2025 Q4	$6.05M	Sell	12,508 -171	-1%	-$85.7K	1.39%	15
2025 Q3	$6.57M	Sell	12,679 -468	-4%	-$239K	1.58%	12
2025 Q2	$6.54M	Buy	13,147 +61	+0.5%	+$26.5K	1.73%	10
2025 Q1	$4.91M	Buy	13,086 +241	+2%	+$98.3K	1.39%	15
2024 Q4	$5.42M	Sell	12,845 -625	-5%	-$266K	1.51%	14
2024 Q3	$5.8M	Buy	13,470 +587	+5%	+$251K	1.59%	13
2024 Q2	$5.76M	Sell	12,883 -129	-1%	-$54.5K	1.75%	11
2024 Q1	$5.47M	Buy	13,012 +1,159	+10%	+$469K	1.72%	11
2023 Q4	$4.46M	Sell	11,853 -279	-2%	-$99.3K	1.66%	14
2023 Q3	$3.83M	Buy	12,132 +15	+0.1%	+$4.96K	1.54%	14
2023 Q2	$4.13M	Buy	12,117 +537	+5%	+$168K	1.6%	14
2023 Q1	$3.34M	Sell	11,580 -854	-7%	-$218K	1.36%	15
2022 Q4	$2.98M	Sell	12,434 -687	-5%	-$165K	1.16%	15
2022 Q3	$3.06M	Buy	13,121 +151	+1%	+$39.9K	1.31%	13
2022 Q2	$3.33M	Sell	12,970 -297	-2%	-$80.6K	1.38%	12
2022 Q1	$4.09M	Buy	13,267 +87	+0.7%	+$26.2K	1.49%	14
2021 Q4	$4.43M	Buy	+13,180	New	+$4.27M	1.55%	14

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

High Net Worth Advisory Group's MSFT Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $522K and bringing the position to 13,851 shares worth $5.17M. The position accounts for 1.1% of the portfolio, ranked #22.

High Net Worth Advisory Group first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.57M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

High Net Worth Advisory Group held 13,851 shares of Microsoft worth $5.17M as of Q2 2026.
High Net Worth Advisory Group bought 1,290 Microsoft shares in Q2 2026, an estimated $522K.
Microsoft made up 1.1% of High Net Worth Advisory Group's portfolio in Q2 2026, its #22 holding.
High Net Worth Advisory Group first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's Microsoft position peaked at $6.57M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.