Independent Advisor Alliance’s Microsoft MSFT Stock Holding History

Independent Advisor Alliance’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
2021 Q1	–	Sell	-228	Closed	-$188K	–	634
2020 Q4	$188K	Buy	+228	New	+$49K	0.01%	517
2020 Q3	–	Sell	-3	Closed	-$5K	–	520
2020 Q2	$5K	Buy	+3	New	+$545	﹤0.01%	481
2020 Q1	–	Sell	-1	Closed	-$13K	–	695
2019 Q4	$13K	Buy	+1	New	+$147	﹤0.01%	879
2019 Q3	–	Sell	-4	Closed	-$6K	–	474
2019 Q2	$6K	Sell	4 -5,378	-100%	-$683K	﹤0.01%	410
2019 Q1	$627K	Buy	+5,382	New	+$587K	0.09%	198
2018 Q4	–	Sell	-157,387	Closed	-$17.9M	–	443
2018 Q3	$17.9M	Buy	+157,387	New	+$17.1M	3.23%	3

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

Independent Advisor Alliance's MSFT Position: Q2 2026 in Review

Independent Advisor Alliance increased its Microsoft (MSFT) stake by 1.3% in Q2 2026, buying an estimated $1.57M and bringing the position to 310,605 shares worth $116M. The position accounts for 2.71% of the portfolio, ranked #6.

Independent Advisor Alliance first reported a position in MSFT in Q4 2016 and has held it in 39 quarters since. The position peaked at $171M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Independent Advisor Alliance held 310,605 shares of Microsoft worth $116M as of Q2 2026.
Independent Advisor Alliance bought 3,885 Microsoft shares in Q2 2026, an estimated $1.57M.
Microsoft made up 2.71% of Independent Advisor Alliance's portfolio in Q2 2026, its #6 holding.
Independent Advisor Alliance first reported a position in Microsoft in Q4 2016 and has held it in 39 quarters since.
Independent Advisor Alliance's Microsoft position peaked at $171M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.