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Mountain Capital Investment Advisors’s Microsoft MSFT Stock Holding History

Mountain Capital 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 		$1.57M Buy
4,219
+224
+6% +$90.6K 0.22% 18
2026
Q1 		$1.7M Buy
3,995
+43
+1% +$18K 0.25% 16
2025
Q4 		$1.84M Buy
3,952
+4
+0.1% +$2K 0.3% 15
2025
Q3 		$2.05M Buy
3,948
+124
+3% +$63.3K 0.36% 15
2025
Q2 		$1.88M Buy
3,824
+58
+2% +$25.2K 0.36% 14
2025
Q1 		$1.46M Buy
3,766
+206
+6% +$84K 0.31% 17
2024
Q4 		$1.53M Buy
3,560
+10
+0.3% +$4.26K 0.32% 17
2024
Q3 		$1.5M Sell
3,550
-54
-1% -$23.1K 0.33% 15
2024
Q2 		$1.64M Buy
3,604
+206
+6% +$87K 0.41% 12
2024
Q1 		$1.45M Buy
3,398
+294
+9% +$119K 0.41% 12
2023
Q4 		$1.16M Buy
3,104
+201
+7% +$71.5K 0.39% 13
2023
Q3 		$1.07M Buy
2,903
+182
+7% +$60.1K 0.4% 14
2023
Q2 		$939K Buy
2,721
+429
+19% +$134K 0.35% 45
2023
Q1 		$664K Sell
2,292
-49
-2% -$12.5K 0.29% 50
2022
Q4 		$536K Sell
2,341
-10,586
-82% -$2.54M 0.24% 60
2022
Q3 		$3.06M Sell
12,927
-691
-5% -$182K 1.6% 13
2022
Q2 		$3.65M Buy
13,618
+752
+6% +$204K 1.83% 12
2022
Q1 		$3.67M Buy
12,866
+511
+4% +$154K 1.73% 12
2021
Q4 		$3.89M Sell
12,355
-2,730
-18% -$885K 1.76% 8
2021
Q3 		$4.45M Buy
15,085
+261
+2% +$75.9K 2.35% 5
2021
Q2 		$4.11M Sell
14,824
-318
-2% -$80.8K 1.9% 11
2021
Q1 		$3.91M Buy
15,142
+1,039
+7% +$241K 1.96% 8
2020
Q4 		$3.07M Sell
14,103
-3,318
-19% -$713K 1.85% 9
2020
Q3 		$3.86M Buy
17,421
+16,128
+1,247% +$3.39M 2.49% 7
2020
Q2 		$269K Buy
+1,293
New +$235K 0.12% 41
2019
Q3 		– Sell
-1,577
Closed -$219K – 49
2019
Q2 		$219K Buy
+1,577
New +$200K 0.21% 43
2017
Q4 		– Sell
-1,220
Closed -$91K – 280
2017
Q3 		$91K Buy
1,220
+167
+16% +$12.2K 0.08% 73
2017
Q2 		$73K Buy
+1,053
New +$72.3K 0.07% 105

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

Mountain Capital Investment Advisors's MSFT Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its Microsoft (MSFT) stake by 5.6% in Q2 2026, buying an estimated $90.6K and bringing the position to 4,219 shares worth $1.57M. The position accounts for 0.22% of the portfolio, ranked #18.

Mountain Capital Investment Advisors first reported a position in MSFT in Q2 2017 and has held it in 28 quarters since. The position peaked at $4.45M in Q3 2021. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Mountain Capital Investment Advisors held 4,219 shares of Microsoft worth $1.57M as of Q2 2026.
  • Mountain Capital Investment Advisors bought 224 Microsoft shares in Q2 2026, an estimated $90.6K.
  • Microsoft made up 0.22% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Mountain Capital Investment Advisors first reported a position in Microsoft in Q2 2017 and has held it in 28 quarters since.
  • Mountain Capital Investment Advisors's Microsoft position peaked at $4.45M in Q3 2021.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.