ORBA Wealth Advisors’s Microsoft MSFT Stock Holding History

ORBA 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
2026 Q2	$1.59M	Buy	4,258 +2,535	+147%	+$1.03M	1.36%	23
2026 Q1	$638K	Sell	1,723 -2,254	-57%	-$943K	0.76%	38
2025 Q4	$1.92M	Sell	3,977 -672	-14%	-$337K	1.67%	19
2025 Q3	$2.41M	Hold	4,649	–	–	1.98%	17
2025 Q2	$2.31M	Sell	4,649 -9,131	-66%	-$3.97M	2.11%	16
2025 Q1	$5.17M	Sell	13,780 -15	-0.1%	-$6.12K	2.61%	10
2024 Q4	$5.81M	Sell	13,795 -326	-2%	-$139K	3.04%	7
2024 Q3	$6.08M	Buy	14,121 +33	+0.2%	+$14.1K	3.07%	7
2024 Q2	$6.3M	Buy	14,088 +867	+7%	+$366K	3.26%	7
2024 Q1	$5.56M	Buy	13,221 +336	+3%	+$136K	3.08%	9
2023 Q4	$4.85M	Buy	+12,885	New	+$4.59M	2.9%	9

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

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

ORBA Wealth Advisors increased its Microsoft (MSFT) stake by 147% in Q2 2026, buying an estimated $1.03M and bringing the position to 4,258 shares worth $1.59M. The position accounts for 1.36% of the portfolio, ranked #23.

ORBA Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.3M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

ORBA Wealth Advisors held 4,258 shares of Microsoft worth $1.59M as of Q2 2026.
ORBA Wealth Advisors bought 2,535 Microsoft shares in Q2 2026, an estimated $1.03M.
Microsoft made up 1.36% of ORBA Wealth Advisors's portfolio in Q2 2026, its #23 holding.
ORBA Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's Microsoft position peaked at $6.3M in Q2 2024.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.