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	$3.95M	Sell	10,600 -400	-4%	-$162K	0.21%	106
2026 Q1	$4.07M	Buy	+11,000	New	+$4.6M	0.27%	90
2025 Q4	–	Sell	-15,200	Closed	-$7.87M	–	266
2025 Q3	$7.87M	Buy	+15,200	New	+$7.75M	0.65%	52
2025 Q2	–	Sell	-8,800	Closed	-$3.3M	–	238
2025 Q1	$3.3M	Buy	+8,800	New	+$3.59M	0.37%	64

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 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.