Navis Wealth Advisors’s Microsoft MSFT Stock Holding History

Navis 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
2024 Q4	–	Hold	0	–	-$215K	–	107
2024 Q3	–	Hold	0	–	–	–	95

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Navis Wealth Advisors's MSFT Position: Q2 2026 in Review

Navis Wealth Advisors reduced its Microsoft (MSFT) stake by 0.46% in Q2 2026, selling an estimated $6.07K and leaving 3,274 shares worth $1.22M. The position accounts for 0.46% of the portfolio, ranked #46.

Navis Wealth Advisors first reported a position in MSFT in Q4 2020 and has held it in 17 quarters since. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Navis Wealth Advisors held 3,274 shares of Microsoft worth $1.22M as of Q2 2026.
Navis Wealth Advisors sold 15 Microsoft shares in Q2 2026, an estimated $6.07K.
Microsoft made up 0.46% of Navis Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Navis Wealth Advisors first reported a position in Microsoft in Q4 2020 and has held it in 17 quarters since.
6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.