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Petredis Investment Advisors’s Microsoft MSFT Stock Holding History

Petredis 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 		$45.5M Sell
122,032
-211
-0.2% -$85.4K 3.07% 11
2026
Q1 		$45.3M Sell
122,243
-1,388
-1% -$581K 3.7% 8
2025
Q4 		$59.8M Sell
123,631
-1,594
-1% -$799K 4.68% 4
2025
Q3 		$64.9M Sell
125,225
-1,224
-1% -$624K 5.2% 4
2025
Q2 		$62.9M Buy
126,449
+1,077
+0.9% +$468K 5.51% 4
2025
Q1 		$47.1M Buy
125,372
+1,519
+1% +$619K 4.92% 3
2024
Q4 		$52.2M Sell
123,853
-3,317
-3% -$1.41M 5.39% 4
2024
Q3 		$54.7M Buy
127,170
+150
+0.1% +$64.1K 5.82% 3
2024
Q2 		$56.8M Sell
127,020
-425
-0.3% -$179K 6.35% 3
2024
Q1 		$53.6M Buy
127,445
+2,750
+2% +$1.11M 6.43% 3
2023
Q4 		$46.9M Sell
124,695
-3,866
-3% -$1.38M 6.15% 3
2023
Q3 		$40.6M Buy
128,561
+170
+0.1% +$56.2K 5.78% 3
2023
Q2 		$43.7M Sell
128,391
-579
-0.4% -$181K 6.01% 4
2023
Q1 		$37.2M Buy
128,970
+1,481
+1% +$378K 5.8% 4
2022
Q4 		$30.6M Buy
+127,489
New +$30.6M 5.55% 2

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

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

Petredis Investment Advisors reduced its Microsoft (MSFT) stake by 0.17% in Q2 2026, selling an estimated $85.4K and leaving 122,032 shares worth $45.5M. The position accounts for 3.07% of the portfolio, ranked #11.

Petredis Investment Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $64.9M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Petredis Investment Advisors held 122,032 shares of Microsoft worth $45.5M as of Q2 2026.
  • Petredis Investment Advisors sold 211 Microsoft shares in Q2 2026, an estimated $85.4K.
  • Microsoft made up 3.07% of Petredis Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Petredis Investment Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Petredis Investment Advisors's Microsoft position peaked at $64.9M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.