Private Advisor Group’s Microsoft MSFT Stock Holding History

Private 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	-600	Closed	-$45.5K	–	2754
2026 Q1	$45.5K	Buy	600 +500	+500%	+$209K	﹤0.01%	2585
2025 Q4	$8.93K	Buy	+100	New	+$50.1K	﹤0.01%	2570
2021 Q4	–	Sell	-400	Closed	-$4K	–	2188
2021 Q3	$4K	Buy	+400	New	+$116K	﹤0.01%	2018
2021 Q1	–	Sell	-1,300	Closed	-$40K	–	1942
2020 Q4	$40K	Buy	+1,300	New	+$280K	﹤0.01%	1731
2015 Q1	–	Sell	-5,500	Closed	-$50K	–	1050
2014 Q4	$50K	Buy	+5,500	New	+$258K	﹤0.01%	937

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Private Advisor Group's MSFT Position: Q2 2026 in Review

Private Advisor Group reduced its Microsoft (MSFT) stake by 4.7% in Q2 2026, selling an estimated $12.1M and leaving 607,118 shares worth $226M. The position accounts for 1.04% of the portfolio, ranked #13.

Private Advisor Group first reported a position in MSFT in Q4 2013 and has held it in 50 quarters since. The position peaked at $321M in Q3 2025. 6,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Private Advisor Group held 607,118 shares of Microsoft worth $226M as of Q2 2026.
Private Advisor Group sold 29,818 Microsoft shares in Q2 2026, an estimated $12.1M.
Microsoft made up 1.04% of Private Advisor Group's portfolio in Q2 2026, its #13 holding.
Private Advisor Group first reported a position in Microsoft in Q4 2013 and has held it in 50 quarters since.
Private Advisor Group's Microsoft position peaked at $321M in Q3 2025.
6,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.