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Paces Ferry Wealth Advisors’s Microsoft MSFT Stock Holding History

Paces Ferry 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 		$3.03M Buy
8,116
+77
+1% +$31.2K 1.12% 23
2026
Q1 		$2.98M Buy
8,039
+1
+0% +$418 1.23% 22
2025
Q4 		$3.89M Sell
8,038
-300
-4% -$150K 1.58% 17
2025
Q3 		$4.32M Buy
8,338
+2
+0% +$1.02K 1.8% 15
2025
Q2 		$4.15M Sell
8,336
-130
-2% -$56.5K 1.9% 14
2025
Q1 		$3.18M Sell
8,466
-269
-3% -$110K 1.58% 15
2024
Q4 		$3.68M Buy
8,735
+156
+2% +$66.4K 1.79% 14
2024
Q3 		$3.69M Buy
8,579
+21
+0.2% +$8.98K 2.12% 13
2024
Q2 		$3.83M Buy
8,558
+254
+3% +$107K 2.31% 11
2024
Q1 		$3.49M Buy
8,304
+64
+0.8% +$25.9K 2.24% 12
2023
Q4 		$3.1M Buy
8,240
+224
+3% +$79.7K 2.16% 13
2023
Q3 		$2.53M Buy
8,016
+237
+3% +$78.3K 2.01% 13
2023
Q2 		$2.65M Sell
7,779
-206
-3% -$64.6K 1.99% 13
2023
Q1 		$2.3M Buy
7,985
+322
+4% +$82.1K 1.86% 13
2022
Q4 		$1.84M Sell
7,663
-174
-2% -$41.8K 1.79% 15
2022
Q3 		$1.82M Sell
7,837
-43
-0.5% -$11.4K 1.99% 14
2022
Q2 		$2.02M Sell
7,880
-299
-4% -$81.2K 1.99% 12
2022
Q1 		$2.52M Buy
8,179
+309
+4% +$93K 2% 11
2021
Q4 		$2.65M Sell
7,870
-307
-4% -$99.5K 1.9% 16
2021
Q3 		$2.31M Sell
8,177
-330
-4% -$96K 1.84% 14
2021
Q2 		$2.31M Buy
8,507
+201
+2% +$51.1K 1.76% 15
2021
Q1 		$1.96M Buy
8,306
+300
+4% +$69.6K 1.7% 15
2020
Q4 		$1.78M Sell
8,006
-121
-1% -$26K 1.63% 17
2020
Q3 		$1.71M Buy
+8,127
New +$1.71M 1.49% 16

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

Paces Ferry Wealth Advisors's MSFT Position: Q2 2026 in Review

Paces Ferry Wealth Advisors increased its Microsoft (MSFT) stake by 0.96% in Q2 2026, buying an estimated $31.2K and bringing the position to 8,116 shares worth $3.03M. The position accounts for 1.12% of the portfolio, ranked #23.

Paces Ferry Wealth Advisors first reported a position in MSFT in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.32M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Paces Ferry Wealth Advisors held 8,116 shares of Microsoft worth $3.03M as of Q2 2026.
  • Paces Ferry Wealth Advisors bought 77 Microsoft shares in Q2 2026, an estimated $31.2K.
  • Microsoft made up 1.12% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Paces Ferry Wealth Advisors first reported a position in Microsoft in Q3 2020 and has held it in 24 quarters since.
  • Paces Ferry Wealth Advisors's Microsoft position peaked at $4.32M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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