Principia Wealth Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Principia Wealth Advisory's MSFT Position: Q2 2026 in Review
Principia Wealth Advisory increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $111K and bringing the position to 1,678 shares worth $626K. The position accounts for 0.31% of the portfolio, ranked #43.
Principia Wealth Advisory first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $726K in Q4 2025. 6,208 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Principia Wealth Advisory held 1,678 shares of Microsoft worth $626K as of Q2 2026.
- Principia Wealth Advisory bought 275 Microsoft shares in Q2 2026, an estimated $111K.
- Microsoft made up 0.31% of Principia Wealth Advisory's portfolio in Q2 2026, its #43 holding.
- Principia Wealth Advisory first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
- Principia Wealth Advisory's Microsoft position peaked at $726K in Q4 2025.
- 6,208 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.