Interactive Financial Advisors’s Microsoft MSFT Stock Holding History

Interactive Financial 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	$235K	Sell	630 -44	-7%	-$17.8K	0.14%	70
2026 Q1	$249K	Buy	674 +145	+27%	+$60.7K	0.16%	73
2025 Q4	$256K	Buy	529 +24	+5%	+$12K	0.17%	70
2025 Q3	$262K	Sell	505 -501	-50%	-$256K	0.14%	71
2025 Q2	$500K	Buy	1,006 +6	+0.6%	+$2.61K	0.24%	59
2025 Q1	$375K	Hold	1,000	–	–	0.2%	67
2024 Q4	$422K	Hold	1,000	–	–	0.22%	63
2024 Q3	$430K	Hold	1,000	–	–	0.22%	65
2024 Q2	$447K	Sell	1,000 -26	-3%	-$11K	0.25%	61
2024 Q1	$432K	Sell	1,026 -71,200	-99%	-$28.8M	0.24%	62
2023 Q4	$10.6M	Buy	72,226 +71,175	+6,772%	+$25.3M	5.69%	6
2023 Q3	$332K	Hold	1,051	–	–	0.22%	67
2023 Q2	$358K	Hold	1,051	–	–	0.24%	64
2023 Q1	$303K	Hold	1,051	–	–	0.19%	68
2022 Q4	$252K	Hold	1,051	–	–	0.15%	80
2022 Q3	$245K	Hold	1,051	–	–	0.14%	81
2022 Q2	$270K	Buy	1,051 +51	+5%	+$13.8K	0.14%	72
2022 Q1	$308K	Hold	1,000	–	–	0.14%	78
2021 Q4	$336K	Hold	1,000	–	–	0.13%	68
2021 Q3	$282K	Hold	1,000	–	–	0.12%	78
2021 Q2	$271K	Hold	1,000	–	–	0.11%	77
2021 Q1	$236K	Hold	1,000	–	–	0.1%	79
2020 Q4	$222K	Hold	1,000	–	–	0.1%	76
2020 Q3	$210K	Buy	1,000 +500	+100%	+$105K	0.1%	69
2020 Q2	$102K	Hold	500	–	–	0.05%	84
2020 Q1	$79K	Hold	500	–	–	0.07%	60
2019 Q4	$79K	Hold	500	–	–	0.04%	101
2019 Q3	$70K	Hold	500	–	–	0.03%	91
2019 Q2	$67K	Sell	500 -100	-17%	-$12.7K	0.03%	101
2019 Q1	$71K	Hold	600	–	–	0.03%	84
2018 Q4	$61K	Hold	600	–	–	0.03%	65
2018 Q3	$69K	Buy	+600	New	+$65K	0.03%	86

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

Interactive Financial Advisors's MSFT Position: Q2 2026 in Review

Interactive Financial Advisors reduced its Microsoft (MSFT) stake by 6.5% in Q2 2026, selling an estimated $17.8K and leaving 630 shares worth $235K. The position accounts for 0.14% of the portfolio, ranked #70.

Interactive Financial Advisors first reported a position in MSFT in Q3 2018 and has held it in 32 quarters since. The position peaked at $10.6M in Q4 2023. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Interactive Financial Advisors held 630 shares of Microsoft worth $235K as of Q2 2026.
Interactive Financial Advisors sold 44 Microsoft shares in Q2 2026, an estimated $17.8K.
Microsoft made up 0.14% of Interactive Financial Advisors's portfolio in Q2 2026, its #70 holding.
Interactive Financial Advisors first reported a position in Microsoft in Q3 2018 and has held it in 32 quarters since.
Interactive Financial Advisors's Microsoft position peaked at $10.6M in Q4 2023.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.