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Invera Wealth Advisors’s Microsoft MSFT Stock Holding History

Invera 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 		$5.22M Buy
13,984
+1,499
+12% +$606K 2.8% 8
2026
Q1 		$4.62M Sell
12,485
-4
-0% -$1.67K 2.97% 8
2025
Q4 		$6.04M Sell
12,489
-841
-6% -$421K 3.82% 4
2025
Q3 		$6.9M Sell
13,330
-235
-2% -$120K 4.26% 1
2025
Q2 		$6.75M Sell
13,565
-317
-2% -$138K 4.4% 1
2025
Q1 		$5.21M Buy
+13,882
New +$5.66M 3.37% 5
2024
Q1 		– Sell
-15,554
Closed -$5.85M – 88
2023
Q4 		$5.85M Buy
+15,554
New +$5.54M 3.66% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Invera Wealth Advisors's MSFT Position: Q2 2026 in Review

Invera Wealth Advisors increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $606K and bringing the position to 13,984 shares worth $5.22M. The position accounts for 2.8% of the portfolio, ranked #8.

Invera Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 7 quarters since. The position peaked at $6.9M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Invera Wealth Advisors held 13,984 shares of Microsoft worth $5.22M as of Q2 2026.
  • Invera Wealth Advisors bought 1,499 Microsoft shares in Q2 2026, an estimated $606K.
  • Microsoft made up 2.8% of Invera Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Invera Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 7 quarters since.
  • Invera Wealth Advisors's Microsoft position peaked at $6.9M in Q3 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.