MFA
MSFT icon

Morling Financial Advisors’s Microsoft MSFT Stock Holding History

Morling Financial 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 		$618K Sell
1,657
-99
-6% -$40.1K 0.17% 43
2026
Q1 		$650K Sell
1,756
-675
-28% -$282K 0.2% 40
2025
Q4 		$1.18M Buy
2,431
+37
+2% +$18.5K 0.37% 27
2025
Q3 		$1.24M Sell
2,394
-461
-16% -$235K 0.41% 26
2025
Q2 		$1.42M Sell
2,855
-2,010
-41% -$873K 0.46% 24
2025
Q1 		$1.83M Buy
4,865
+1,822
+60% +$743K 0.63% 21
2024
Q4 		$1.28M Sell
3,043
-345
-10% -$147K 0.45% 23
2024
Q3 		$1.46M Buy
3,388
+154
+5% +$65.8K 0.56% 22
2024
Q2 		$1.45M Buy
3,234
+322
+11% +$136K 0.63% 19
2024
Q1 		$1.23M Buy
2,912
+96
+3% +$38.9K 0.7% 20
2023
Q4 		$1.06M Buy
2,816
+88
+3% +$31.3K 0.85% 20
2023
Q3 		$861K Sell
2,728
-183
-6% -$60.5K 0.85% 20
2023
Q2 		$991K Sell
2,911
-748
-20% -$234K 0.95% 21
2023
Q1 		$1.05M Buy
3,659
+954
+35% +$243K 1.14% 19
2022
Q4 		$649K Buy
2,705
+230
+9% +$55.2K 0.83% 26
2022
Q3 		$576K Hold
2,475
– – 0.78% 27
2022
Q2 		$636K Buy
2,475
+261
+12% +$70.8K 0.83% 28
2022
Q1 		$683K Buy
2,214
+10
+0.5% +$3.01K 0.86% 23
2021
Q4 		$741K Buy
+2,204
New +$715K 0.71% 19

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

Morling Financial Advisors's MSFT Position: Q2 2026 in Review

Morling Financial Advisors reduced its Microsoft (MSFT) stake by 5.6% in Q2 2026, selling an estimated $40.1K and leaving 1,657 shares worth $618K. The position accounts for 0.17% of the portfolio, ranked #43.

Morling Financial Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.83M in Q1 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Morling Financial Advisors held 1,657 shares of Microsoft worth $618K as of Q2 2026.
  • Morling Financial Advisors sold 99 Microsoft shares in Q2 2026, an estimated $40.1K.
  • Microsoft made up 0.17% of Morling Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Morling Financial Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Morling Financial Advisors's Microsoft position peaked at $1.83M in Q1 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.