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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
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 $6.73T 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

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

Medallion Wealth Advisors reduced its Microsoft (MSFT) stake by 97% in Q2 2026, selling an estimated $3.7M and leaving 238 shares worth $76.4K. The position accounts for 0.02% of the portfolio, ranked #383.

Medallion Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.05M in Q4 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Medallion Wealth Advisors held 238 shares of Microsoft worth $76.4K as of Q2 2026.
  • Medallion Wealth Advisors sold 9,138 Microsoft shares in Q2 2026, an estimated $3.7M.
  • Microsoft made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #383 holding.
  • Medallion Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Microsoft position peaked at $4.05M in Q4 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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