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Level Financial Advisors’s Microsoft MSFT Stock Holding History

Level 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 		$836K Hold
2,242
– – 0.19% 53
2026
Q1 		$830K Sell
2,242
-32
-1% -$13.4K 0.21% 53
2025
Q4 		$1.1M Sell
2,274
-414
-15% -$207K 0.29% 46
2025
Q3 		$1.39M Buy
2,688
+8
+0.3% +$4.08K 0.39% 40
2025
Q2 		$1.33M Buy
2,680
+20
+0.8% +$8.69K 0.41% 39
2025
Q1 		$999K Buy
2,660
+280
+12% +$114K 0.34% 46
2024
Q4 		$1M Buy
2,380
+28
+1% +$11.9K 0.37% 42
2024
Q3 		$1.01M Sell
2,352
-355
-13% -$152K 0.39% 39
2024
Q2 		$1.21M Sell
2,707
-59
-2% -$24.9K 0.52% 34
2024
Q1 		$1.16M Sell
2,766
-265
-9% -$107K 0.53% 35
2023
Q4 		$1.14M Sell
3,031
-23
-0.8% -$8.19K 0.56% 30
2023
Q3 		$964K Buy
3,054
+1,559
+104% +$515K 0.54% 29
2023
Q2 		$509K Buy
1,495
+39
+3% +$12.2K 0.28% 37
2023
Q1 		$420K Sell
1,456
-42
-3% -$10.7K 0.25% 42
2022
Q4 		$359K Buy
1,498
+42
+3% +$10.1K 0.24% 41
2022
Q3 		$339K Sell
1,456
-42
-3% -$11.1K 0.25% 39
2022
Q2 		$385K Sell
1,498
-91
-6% -$24.7K 0.28% 36
2022
Q1 		$490K Sell
1,589
-188
-11% -$56.6K 0.38% 30
2021
Q4 		$598K Buy
+1,777
New +$576K 0.46% 28

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

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

Level Financial Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 2,242 shares worth $836K. The position accounts for 0.19% of the portfolio, ranked #53.

Level Financial Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.39M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Level Financial Advisors held 2,242 shares of Microsoft worth $836K as of Q2 2026.
  • Level Financial Advisors left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.19% of Level Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • Level Financial Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Level Financial Advisors's Microsoft position peaked at $1.39M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.