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Private Advisory Group’s Microsoft MSFT Stock Holding History

Private Advisory 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 		$149K Buy
+400
New +$162K 0.01% 293
2025
Q4 		– Sell
-54,600
Closed -$28.3M – 265
2025
Q3 		$28.3M Buy
+54,600
New +$27.9M 2.32% 9

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

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

Private Advisory Group reduced its Microsoft (MSFT) stake by 25% in Q2 2026, selling an estimated $18.1M and leaving 136,240 shares worth $50.8M. The position accounts for 2.74% of the portfolio, ranked #6.

Private Advisory Group first reported a position in MSFT in Q4 2016 and has held it in 39 quarters since. The position peaked at $76.4M in Q4 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Private Advisory Group held 136,240 shares of Microsoft worth $50.8M as of Q2 2026.
  • Private Advisory Group sold 44,698 Microsoft shares in Q2 2026, an estimated $18.1M.
  • Microsoft made up 2.74% of Private Advisory Group's portfolio in Q2 2026, its #6 holding.
  • Private Advisory Group first reported a position in Microsoft in Q4 2016 and has held it in 39 quarters since.
  • Private Advisory Group's Microsoft position peaked at $76.4M in Q4 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.