MYIA
MSFT icon

Mount Yale Investment Advisors’s Microsoft MSFT Stock Holding History

Mount Yale 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
2025
Q2 		– Sell
-300
Closed -$22.3K – 1508
2025
Q1 		$22.3K Hold
300
– – ﹤0.01% 529
2024
Q4 		$36.9K Hold
300
– – ﹤0.01% 539
2024
Q3 		$39.4K Hold
300
– – ﹤0.01% 533
2024
Q2 		$47.1K Buy
+300
New +$127K ﹤0.01% 529

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

Mount Yale Investment Advisors's MSFT Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Microsoft (MSFT) stake by 1.3% in Q2 2026, buying an estimated $1.17M and bringing the position to 233,876 shares worth $87.2M. The position accounts for 1.62% of the portfolio, ranked #7.

Mount Yale Investment Advisors first reported a position in MSFT in Q1 2018 and has held it in 34 quarters since. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Mount Yale Investment Advisors held 233,876 shares of Microsoft worth $87.2M as of Q2 2026.
  • Mount Yale Investment Advisors bought 2,899 Microsoft shares in Q2 2026, an estimated $1.17M.
  • Microsoft made up 1.62% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • Mount Yale Investment Advisors first reported a position in Microsoft in Q1 2018 and has held it in 34 quarters since.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.