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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ORBA Wealth Advisors's MSFT Position: Q1 2026 in Review

ORBA Wealth Advisors reduced its Microsoft (MSFT) stake by 57% in Q1 2026, selling an estimated $943K and leaving 1,723 shares worth $638K. The position accounts for 0.76% of the portfolio, ranked #38.

ORBA Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.3M in Q2 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • ORBA Wealth Advisors held 1,723 shares of Microsoft worth $638K as of Q1 2026.
  • ORBA Wealth Advisors sold 2,254 Microsoft shares in Q1 2026, an estimated $943K.
  • Microsoft made up 0.76% of ORBA Wealth Advisors's portfolio in Q1 2026, its #38 holding.
  • ORBA Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • ORBA Wealth Advisors's Microsoft position peaked at $6.3M in Q2 2024.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.