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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
2021
Q3 		– Sell
-200
Closed -$8K – 125
2021
Q2 		$8K Buy
+200
New +$50.8K ﹤0.01% 121

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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. 3,306 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.
  • 3,306 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.