International Private Wealth Advisors’s Microsoft MSFT Stock Holding History

International Private Wealth 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	$4.39M	Buy	11,766 +3,419	+41%	+$1.38M	2.26%	10
2026 Q1	$3.09M	Buy	8,347 +1,962	+31%	+$821K	1.89%	14
2025 Q4	$3.09M	Sell	6,385 -1,490	-19%	-$747K	1.94%	12
2025 Q3	$4.08M	Buy	7,875 +2,119	+37%	+$1.08M	2.57%	6
2025 Q2	$2.86M	Buy	5,756 +347	+6%	+$151K	2.46%	7
2025 Q1	$2.03M	Buy	5,409 +269	+5%	+$110K	1.95%	10
2024 Q4	$2.17M	Buy	5,140 +2,700	+111%	+$1.15M	2.16%	10
2024 Q3	$1.05M	Sell	2,440 -238	-9%	-$102K	1.54%	14
2024 Q2	$1.2M	Buy	2,678 +486	+22%	+$205K	2.02%	8
2024 Q1	$922K	Sell	2,192 -1,352	-38%	-$547K	1.78%	7
2023 Q4	$1.33M	Buy	+3,544	New	+$1.26M	1.32%	17

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

International Private Wealth Advisors's MSFT Position: Q2 2026 in Review

International Private Wealth Advisors increased its Microsoft (MSFT) stake by 41% in Q2 2026, buying an estimated $1.38M and bringing the position to 11,766 shares worth $4.39M. The position accounts for 2.26% of the portfolio, ranked #10.

International Private Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

International Private Wealth Advisors held 11,766 shares of Microsoft worth $4.39M as of Q2 2026.
International Private Wealth Advisors bought 3,419 Microsoft shares in Q2 2026, an estimated $1.38M.
Microsoft made up 2.26% of International Private Wealth Advisors's portfolio in Q2 2026, its #10 holding.
International Private Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.