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Private Wealth Advisors (California)’s Microsoft MSFT Stock Holding History

Private Wealth Advisors (California)’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 		$5.79M Buy
15,527
+14,789
+2,004% +$5.98M 1.48% 25
2026
Q1 		$273K Buy
738
+12
+2% +$5.02K 0.08% 88
2025
Q4 		$351K Buy
726
+21
+3% +$10.5K 0.11% 78
2025
Q3 		$365K Buy
705
+1
+0.1% +$510 0.12% 75
2025
Q2 		$350K Buy
704
+1
+0.1% +$434 0.13% 72
2025
Q1 		$264K Buy
703
+1
+0.1% +$408 0.1% 77
2024
Q4 		$296K Buy
702
+1
+0.1% +$426 0.12% 78
2024
Q3 		$295K Buy
701
+103
+17% +$44K 0.11% 69
2024
Q2 		$273K Buy
598
+1
+0.2% +$422 0.11% 69
2024
Q1 		$251K Sell
597
-3
-0.5% -$1.21K 0.1% 71
2023
Q4 		$225K Buy
+600
New +$214K 0.09% 66
2023
Q3 		– Sell
-601
Closed -$205K – 83
2023
Q2 		$205K Buy
+601
New +$188K 0.08% 73
2022
Q1 		– Sell
-625
Closed -$210K – 102
2021
Q4 		$210K Sell
625
-69
-10% -$22.4K 0.04% 92
2021
Q3 		$229K Buy
+694
New +$202K 0.05% 100

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 $3.38T AUM 44.17% 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 Wealth Advisors (California)'s MSFT Position: Q2 2026 in Review

Private Wealth Advisors (California) increased its Microsoft (MSFT) stake by 2,004% in Q2 2026, buying an estimated $5.98M and bringing the position to 15,527 shares worth $5.79M. The position accounts for 1.48% of the portfolio, ranked #25.

Private Wealth Advisors (California) first reported a position in MSFT in Q3 2021 and has held it in 14 quarters since. 6,251 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Private Wealth Advisors (California) held 15,527 shares of Microsoft worth $5.79M as of Q2 2026.
  • Private Wealth Advisors (California) bought 14,789 Microsoft shares in Q2 2026, an estimated $5.98M.
  • Microsoft made up 1.48% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #25 holding.
  • Private Wealth Advisors (California) first reported a position in Microsoft in Q3 2021 and has held it in 14 quarters since.
  • 6,251 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.