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Monograph Wealth Advisors’s Microsoft MSFT Stock Holding History

Monograph 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 		$5.3M Sell
14,221
-1,045
-7% -$423K 0.44% 27
2026
Q1 		$5.65M Sell
15,266
-10,276
-40% -$4.3M 0.54% 26
2025
Q4 		$12.4M Sell
25,542
-593
-2% -$297K 1.21% 14
2025
Q3 		$13.5M Buy
26,135
+14,028
+116% +$7.16M 1.37% 13
2025
Q2 		$6.02M Buy
12,107
+851
+8% +$370K 0.74% 19
2025
Q1 		$4.23M Sell
11,256
-8,298
-42% -$3.38M 0.58% 22
2024
Q4 		$8.24M Sell
19,554
-5,950
-23% -$2.53M 1.09% 17
2024
Q3 		$11M Sell
25,504
-372
-1% -$159K 1.43% 11
2024
Q2 		$11.6M Buy
25,876
+3,775
+17% +$1.59M 1.69% 10
2024
Q1 		$9.3M Buy
22,101
+6,388
+41% +$2.59M 1.37% 12
2023
Q4 		$5.91M Buy
15,713
+2,943
+23% +$1.05M 1.06% 14
2023
Q3 		$4.03M Hold
12,770
– – 0.8% 15
2023
Q2 		$4.35M Buy
12,770
+10,342
+426% +$3.24M 0.93% 13
2023
Q1 		$700K Sell
2,428
-850
-26% -$217K 0.16% 37
2022
Q4 		$786K Buy
3,278
+516
+19% +$124K 0.21% 37
2022
Q3 		$643K Buy
2,762
+4
+0.1% +$1.06K 0.21% 34
2022
Q2 		$708K Sell
2,758
-1,193
-30% -$324K 0.21% 35
2022
Q1 		$1.22M Buy
3,951
+80
+2% +$24.1K 0.31% 28
2021
Q4 		$1.3M Buy
+3,871
New +$1.26M 0.33% 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

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

Monograph Wealth Advisors reduced its Microsoft (MSFT) stake by 6.8% in Q2 2026, selling an estimated $423K and leaving 14,221 shares worth $5.3M. The position accounts for 0.44% of the portfolio, ranked #27.

Monograph Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.5M in Q3 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Monograph Wealth Advisors held 14,221 shares of Microsoft worth $5.3M as of Q2 2026.
  • Monograph Wealth Advisors sold 1,045 Microsoft shares in Q2 2026, an estimated $423K.
  • Microsoft made up 0.44% of Monograph Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Monograph Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Monograph Wealth Advisors's Microsoft position peaked at $13.5M in Q3 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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