NBZ Investment Advisors’s Microsoft MSFT Stock Holding History

NBZ 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	$74.6K	Hold	200	–	–	0.03%	69
2026 Q1	$74K	Buy	+200	New	+$83.7K	0.03%	58

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

NBZ Investment Advisors's MSFT Position: Q2 2026 in Review

NBZ Investment Advisors increased its Microsoft (MSFT) stake by 2.3% in Q2 2026, buying an estimated $36.8K and bringing the position to 4,037 shares worth $1.51M. The position accounts for 0.59% of the portfolio, ranked #26.

NBZ Investment Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.96M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

NBZ Investment Advisors held 4,037 shares of Microsoft worth $1.51M as of Q2 2026.
NBZ Investment Advisors bought 91 Microsoft shares in Q2 2026, an estimated $36.8K.
Microsoft made up 0.59% of NBZ Investment Advisors's portfolio in Q2 2026, its #26 holding.
NBZ Investment Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
NBZ Investment Advisors's Microsoft position peaked at $1.96M in Q3 2025.
6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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