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New Age Alpha Advisors’s Microsoft MSFT Stock Holding History

New Age Alpha 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
Q3 		– Sell
-50
Closed -$13K – 203
2024
Q2 		$13K Buy
+50
New +$21.1K 0.01% 58

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

New Age Alpha Advisors's MSFT Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Microsoft (MSFT) stake by 13% in Q2 2026, selling an estimated $6.52M and leaving 104,486 shares worth $39M. The position accounts for 1.65% of the portfolio, ranked #6.

New Age Alpha Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $87.3M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • New Age Alpha Advisors held 104,486 shares of Microsoft worth $39M as of Q2 2026.
  • New Age Alpha Advisors sold 16,106 Microsoft shares in Q2 2026, an estimated $6.52M.
  • Microsoft made up 1.65% of New Age Alpha Advisors's portfolio in Q2 2026, its #6 holding.
  • New Age Alpha Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • New Age Alpha Advisors's Microsoft position peaked at $87.3M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.