PIA
MSFT icon

Perennial Investment Advisors’s Microsoft MSFT Stock Holding History

Perennial 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 		$13.9M Buy
37,244
+3,245
+10% +$1.31M 0.92% 19
2026
Q1 		$12.6M Sell
33,999
-179
-0.5% -$74.9K 1% 17
2025
Q4 		$16.5M Buy
34,178
+602
+2% +$302K 1.3% 14
2025
Q3 		$17.4M Sell
33,576
-2,145
-6% -$1.09M 1.43% 13
2025
Q2 		$17.8M Buy
35,721
+1,923
+6% +$835K 1.72% 11
2025
Q1 		$12.7M Buy
33,798
+2,594
+8% +$1.06M 1.43% 16
2024
Q4 		$13.2M Buy
31,204
+1,497
+5% +$638K 1.55% 14
2024
Q3 		$12.8M Sell
29,707
-43
-0.1% -$18.4K 1.66% 10
2024
Q2 		$13.3M Buy
29,750
+917
+3% +$387K 1.9% 9
2024
Q1 		$12.1M Sell
28,833
-5
-0% -$2.02K 1.84% 9
2023
Q4 		$10.8M Buy
28,838
+367
+1% +$131K 1.8% 9
2023
Q3 		$8.99M Buy
28,471
+640
+2% +$211K 1.62% 11
2023
Q2 		$9.48M Sell
27,831
-16
-0.1% -$5.01K 1.67% 9
2023
Q1 		$8.03M Buy
27,847
+2,938
+12% +$749K 1.49% 11
2022
Q4 		$5.97M Sell
24,909
-466
-2% -$112K 2.43% 7
2022
Q3 		$5.91M Sell
25,375
-3,046
-11% -$804K 2.68% 7
2022
Q2 		$7.3M Sell
28,421
-948
-3% -$257K 2.85% 7
2022
Q1 		$9.05M Sell
29,369
-170
-0.6% -$51.1K 2.86% 7
2021
Q4 		$9.93M Buy
29,539
+696
+2% +$226K 3.1% 8
2021
Q3 		$8.13M Buy
28,843
+202
+0.7% +$58.8K 2.88% 7
2021
Q2 		$7.76M Buy
28,641
+2,171
+8% +$552K 2.83% 7
2021
Q1 		$6.24M Buy
26,470
+1,123
+4% +$261K 2.46% 8
2020
Q4 		$5.64M Buy
25,347
+950
+4% +$204K 2.41% 8
2020
Q3 		$5.13M Buy
24,397
+2,159
+10% +$453K 2.57% 8
2020
Q2 		$4.53M Buy
22,238
+1,956
+10% +$355K 3.06% 7
2020
Q1 		$3.2M Buy
20,282
+2,876
+17% +$473K 2.84% 6
2019
Q4 		$2.75M Buy
+17,406
New +$2.56M 2.17% 8

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

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

Perennial Investment Advisors increased its Microsoft (MSFT) stake by 9.5% in Q2 2026, buying an estimated $1.31M and bringing the position to 37,244 shares worth $13.9M. The position accounts for 0.92% of the portfolio, ranked #19.

Perennial Investment Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.8M in Q2 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Perennial Investment Advisors held 37,244 shares of Microsoft worth $13.9M as of Q2 2026.
  • Perennial Investment Advisors bought 3,245 Microsoft shares in Q2 2026, an estimated $1.31M.
  • Microsoft made up 0.92% of Perennial Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Perennial Investment Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Perennial Investment Advisors's Microsoft position peaked at $17.8M in Q2 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.