Medallion Wealth Advisors
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Medallion Wealth Advisors’s Microsoft MSFT Stock Holding History

Medallion 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
Q3 		$4.6M Buy
8,961
+8,723
+3,665% +$4.03M 1.4% 11
2026
Q2 		$76.4K Sell
238
-9,138
-97% -$3.7M 0.02% 383
2026
Q1 		$3.47M Buy
9,376
+1,001
+12% +$419K 1.13% 17
2025
Q4 		$4.05M Buy
8,375
+712
+9% +$357K 1.36% 11
2025
Q3 		$3.97M Buy
7,663
+176
+2% +$89.8K 1.41% 10
2025
Q2 		$3.69M Buy
7,487
+118
+2% +$51.2K 1.43% 8
2025
Q1 		$2.81M Buy
7,369
+88
+1% +$35.9K 1.27% 13
2024
Q4 		$3M Buy
+7,281
New +$3.1M 1.49% 12

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Medallion Wealth Advisors's MSFT Position: Q3 2026 in Review

Medallion Wealth Advisors increased its Microsoft (MSFT) stake by 3,665% in Q3 2026, buying an estimated $4.03M and bringing the position to 8,961 shares worth $4.6M. The position accounts for 1.4% of the portfolio, ranked #11.

Medallion Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Medallion Wealth Advisors held 8,961 shares of Microsoft worth $4.6M as of Q3 2026.
  • Medallion Wealth Advisors bought 8,723 Microsoft shares in Q3 2026, an estimated $4.03M.
  • Microsoft made up 1.4% of Medallion Wealth Advisors's portfolio in Q3 2026, its #11 holding.
  • Medallion Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.