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Moneta Group Investment Advisors’s Microsoft MSFT Stock Holding History

Moneta Group Investment 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 		– Sell
-100
Closed -$37K – 905
2026
Q1 		$37K Buy
+100
New +$41.8K ﹤0.01% 796

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

Moneta Group Investment Advisors's MSFT Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Microsoft (MSFT) stake by 3.8% in Q2 2026, buying an estimated $2.92M and bringing the position to 199,334 shares worth $74.4M. The position accounts for 0.55% of the portfolio, ranked #33.

Moneta Group Investment Advisors first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $97.9M in Q3 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Moneta Group Investment Advisors held 199,334 shares of Microsoft worth $74.4M as of Q2 2026.
  • Moneta Group Investment Advisors bought 7,226 Microsoft shares in Q2 2026, an estimated $2.92M.
  • Microsoft made up 0.55% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Moneta Group Investment Advisors first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Moneta Group Investment Advisors's Microsoft position peaked at $97.9M in Q3 2025.
  • 6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.