Perspective Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Perspective Wealth Advisors's MSFT Position: Q2 2026 in Review
Perspective Wealth Advisors increased its Microsoft (MSFT) stake by 7.7% in Q2 2026, buying an estimated $19.8K and bringing the position to 688 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #67.
Perspective Wealth Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Perspective Wealth Advisors held 688 shares of Microsoft worth $257K as of Q2 2026.
- Perspective Wealth Advisors bought 49 Microsoft shares in Q2 2026, an estimated $19.8K.
- Microsoft made up 0.14% of Perspective Wealth Advisors's portfolio in Q2 2026, its #67 holding.
- Perspective Wealth Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
- 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.