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Innovative Asset Advisors Group’s Microsoft MSFT Stock Holding History

Innovative Asset Advisors 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 		$6.88M Buy
18,452
+950
+5% +$384K 3.01% 5
2026
Q1 		$6.48M Buy
+17,502
New +$7.32M 3.74% 3

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Innovative Asset Advisors Group's MSFT Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Microsoft (MSFT) stake by 5.4% in Q2 2026, buying an estimated $384K and bringing the position to 18,452 shares worth $6.88M. The position accounts for 3.01% of the portfolio, ranked #5.

Innovative Asset Advisors Group first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 5,957 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Innovative Asset Advisors Group held 18,452 shares of Microsoft worth $6.88M as of Q2 2026.
  • Innovative Asset Advisors Group bought 950 Microsoft shares in Q2 2026, an estimated $384K.
  • Microsoft made up 3.01% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #5 holding.
  • Innovative Asset Advisors Group first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
  • 5,957 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.