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Portfolio Resources Advisor Group’s Microsoft MSFT Stock Holding History

Portfolio Resources Advisor Group’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 		– Sell
-281
Closed -$104K – 170
2026
Q1 		$104K Sell
281
-71
-20% -$29.7K 0.1% 82
2025
Q4 		$170K Buy
+352
New +$176K 0.17% 62

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

Portfolio Resources Advisor Group's MSFT Position: Q2 2026 in Review

Portfolio Resources Advisor Group sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 281 shares — an estimated $104K sold.

Portfolio Resources Advisor Group first reported a position in MSFT in Q4 2025 and held it in 2 quarters. The position peaked at $170K in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Portfolio Resources Advisor Group reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • Portfolio Resources Advisor Group sold 281 Microsoft shares in Q2 2026, an estimated $104K.
  • Portfolio Resources Advisor Group first reported a position in Microsoft in Q4 2025 and held it in 2 quarters.
  • Portfolio Resources Advisor Group's Microsoft position peaked at $170K in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.