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Moss Adams Wealth Advisors’s Microsoft MSFT Stock Holding History

Moss Adams 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 		$17.1M Buy
45,887
+716
+2% +$290K 1.07% 14
2026
Q1 		$16.7M Sell
45,171
-418
-0.9% -$175K 1.22% 11
2025
Q4 		$22M Buy
45,589
+266
+0.6% +$133K 1.6% 11
2025
Q3 		$23.5M Sell
45,323
-1,745
-4% -$890K 1.83% 11
2025
Q2 		$23.4M Buy
47,068
+1,994
+4% +$866K 2.13% 10
2025
Q1 		$16.9M Buy
45,074
+1,612
+4% +$657K 1.78% 11
2024
Q4 		$18.3M Buy
43,462
+1,910
+5% +$814K 1.94% 11
2024
Q3 		$17.9M Buy
41,552
+2,684
+7% +$1.15M 1.96% 10
2024
Q2 		$17.4M Buy
38,868
+3,170
+9% +$1.34M 2.4% 8
2024
Q1 		$15M Buy
35,698
+9,917
+38% +$4.01M 2.41% 8
2023
Q4 		$9.69M Sell
25,781
-2,136
-8% -$760K 2.02% 9
2023
Q3 		$8.81M Buy
27,917
+3,276
+13% +$1.08M 3.01% 6
2023
Q2 		$8.39M Buy
24,641
+312
+1% +$97.8K 2.74% 7
2023
Q1 		$7.01M Sell
24,329
-3,154
-11% -$805K 2.39% 9
2022
Q4 		$6.59M Buy
+27,483
New +$6.6M 3.3% 7

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

Moss Adams Wealth Advisors's MSFT Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Microsoft (MSFT) stake by 1.6% in Q2 2026, buying an estimated $290K and bringing the position to 45,887 shares worth $17.1M. The position accounts for 1.07% of the portfolio, ranked #14.

Moss Adams Wealth Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.5M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Moss Adams Wealth Advisors held 45,887 shares of Microsoft worth $17.1M as of Q2 2026.
  • Moss Adams Wealth Advisors bought 716 Microsoft shares in Q2 2026, an estimated $290K.
  • Microsoft made up 1.07% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Moss Adams Wealth Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Moss Adams Wealth Advisors's Microsoft position peaked at $23.5M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.