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Meadow Creek Wealth Advisors’s Microsoft MSFT Stock Holding History

Meadow Creek 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 		$3.29M Sell
8,817
-2,359
-21% -$954K 2.01% 10
2026
Q1 		$4.14M Sell
11,176
-1,073
-9% -$449K 2.68% 8
2025
Q4 		$5.92M Sell
12,249
-235
-2% -$118K 3.79% 5
2025
Q3 		$6.39M Buy
12,484
+178
+1% +$90.8K 4.24% 5
2025
Q2 		$6.12M Buy
12,306
+527
+4% +$229K 4.13% 5
2025
Q1 		$4.42M Buy
11,779
+7
+0.1% +$2.85K 3.3% 4
2024
Q4 		$4.96M Sell
11,772
-620
-5% -$264K 3.57% 6
2024
Q3 		$5.33M Buy
12,392
+939
+8% +$401K 4.23% 3
2024
Q2 		$5.12M Buy
11,453
+566
+5% +$239K 4.84% 4
2024
Q1 		$4.58M Buy
10,887
+257
+2% +$104K 3.19% 4
2023
Q4 		$4M Buy
+10,630
New +$3.78M 3.89% 3
2022
Q3 		$2.61M Sell
11,217
-63
-0.6% -$16.6K 3.45% 3
2022
Q2 		$2.9M Sell
11,280
-255
-2% -$69.2K 3.56% 2
2022
Q1 		$3.56M Sell
11,535
-2,957
-20% -$890K 3.86% 2
2021
Q4 		$4.87M Buy
+14,492
New +$4.7M 4.6% 2
2019
Q4 		$1.46M Buy
+19,201
New +$2.82M 2.02% 4

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

Meadow Creek Wealth Advisors's MSFT Position: Q2 2026 in Review

Meadow Creek Wealth Advisors reduced its Microsoft (MSFT) stake by 21% in Q2 2026, selling an estimated $954K and leaving 8,817 shares worth $3.29M. The position accounts for 2.01% of the portfolio, ranked #10.

Meadow Creek Wealth Advisors first reported a position in MSFT in Q4 2019 and has held it in 16 quarters since. The position peaked at $6.39M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Meadow Creek Wealth Advisors held 8,817 shares of Microsoft worth $3.29M as of Q2 2026.
  • Meadow Creek Wealth Advisors sold 2,359 Microsoft shares in Q2 2026, an estimated $954K.
  • Microsoft made up 2.01% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Meadow Creek Wealth Advisors first reported a position in Microsoft in Q4 2019 and has held it in 16 quarters since.
  • Meadow Creek Wealth Advisors's Microsoft position peaked at $6.39M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.