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Prevail Innovative Wealth Advisors’s Microsoft MSFT Stock Holding History

Prevail Innovative 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 		$2.11M Sell
5,645
-22,942
-80% -$9.28M 0.31% 98
2026
Q1 		$10.6M Buy
28,587
+14,619
+105% +$6.12M 1.78% 4
2025
Q4 		$6.76M Buy
13,968
+2,708
+24% +$1.36M 1.21% 16
2025
Q3 		$5.83M Sell
11,260
-1,916
-15% -$977K 1.13% 20
2025
Q2 		$6.55M Sell
13,176
-97
-0.7% -$42.1K 1.47% 10
2025
Q1 		$4.98M Buy
13,273
+2,418
+22% +$986K 1.33% 21
2024
Q4 		$4.58M Buy
10,855
+1,838
+20% +$783K 1.32% 20
2024
Q3 		$3.88M Buy
9,017
+6,847
+316% +$2.93M 1.18% 23
2024
Q2 		$970K Buy
2,170
+165
+8% +$69.7K 0.34% 91
2024
Q1 		$844K Sell
2,005
-8,174
-80% -$3.31M 0.31% 102
2023
Q4 		$3.83M Buy
10,179
+1,112
+12% +$396K 1.83% 9
2023
Q3 		$2.86M Buy
9,067
+7,360
+431% +$2.43M 1.49% 19
2023
Q2 		$581K Buy
+1,707
New +$535K 0.32% 69

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

Prevail Innovative Wealth Advisors's MSFT Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Microsoft (MSFT) stake by 80% in Q2 2026, selling an estimated $9.28M and leaving 5,645 shares worth $2.11M. The position accounts for 0.31% of the portfolio, ranked #98.

Prevail Innovative Wealth Advisors first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.6M in Q1 2026. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 5,645 shares of Microsoft worth $2.11M as of Q2 2026.
  • Prevail Innovative Wealth Advisors sold 22,942 Microsoft shares in Q2 2026, an estimated $9.28M.
  • Microsoft made up 0.31% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
  • Prevail Innovative Wealth Advisors's Microsoft position peaked at $10.6M in Q1 2026.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.