Realta Investment Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.21M | Sell |
13,954
-582
| -4% | -$235K | 1.62% | 13 |
|
|
2026
Q1 | $5.38M | Sell |
14,536
-222
| -2% | -$92.9K | 1.87% | 9 |
|
|
2025
Q4 | $7.14M | Buy |
14,758
+898
| +6% | +$450K | 2.34% | 8 |
|
|
2025
Q3 | $7.18M | Buy |
13,860
+201
| +1% | +$103K | 2.4% | 6 |
|
|
2025
Q2 | $6.79M | Sell |
13,659
-24
| -0.2% | -$10.4K | 2.68% | 5 |
|
|
2025
Q1 | $5.14M | Sell |
13,683
-1,215
| -8% | -$495K | 2.34% | 5 |
|
|
2024
Q4 | $6.31M | Sell |
14,898
-1,003
| -6% | -$427K | 2.59% | 5 |
|
|
2024
Q3 | $6.66M | Sell |
15,901
-21,328
| -57% | -$9.12M | 3.07% | 4 |
|
|
2024
Q2 | $16.6M | Buy |
37,229
+685
| +2% | +$289K | 3.26% | 4 |
|
|
2024
Q1 | $15.4M | Sell |
36,544
-1,156
| -3% | -$468K | 3.17% | 3 |
|
|
2023
Q4 | $14.2M | Buy |
37,700
+109
| +0.3% | +$38.8K | 3.2% | 3 |
|
|
2023
Q3 | $12.8M | Buy |
37,591
+33
| +0.1% | +$10.9K | 2.94% | 3 |
|
|
2023
Q2 | $12.8M | Sell |
37,558
-3,479
| -8% | -$1.09M | 2.79% | 3 |
|
|
2023
Q1 | $11.8M | Sell |
41,037
-2,399
| -6% | -$612K | 2.88% | 3 |
|
|
2022
Q4 | $10.4M | Buy |
43,436
+2,352
| +6% | +$564K | 2.54% | 2 |
|
|
2022
Q3 | $9.57M | Buy |
41,084
+1,184
| +3% | +$313K | 2.51% | 3 |
|
|
2022
Q2 | $10.4M | Sell |
39,900
-2,286
| -5% | -$620K | 2.54% | 5 |
|
|
2022
Q1 | $13M | Buy |
42,186
+132
| +0.3% | +$39.7K | 2.59% | 5 |
|
|
2021
Q4 | $14.1M | Buy |
42,054
+2,418
| +6% | +$784K | 3.11% | 3 |
|
|
2021
Q3 | $11.2M | Sell |
39,636
-84
| -0.2% | -$24.4K | 2.63% | 3 |
|
|
2021
Q2 | $10.8M | Sell |
39,720
-503
| -1% | -$128K | 2.55% | 3 |
|
|
2021
Q1 | $9.48M | Buy |
40,223
+4,950
| +14% | +$1.15M | 2.49% | 3 |
|
|
2020
Q4 | $7.84M | Sell |
35,273
-1,592
| -4% | -$342K | 2.22% | 5 |
|
|
2020
Q3 | $7.75M | Sell |
36,865
-22
| -0.1% | -$4.62K | 2.6% | 4 |
|
|
2020
Q2 | $7.51M | Buy |
36,887
+6,301
| +21% | +$1.14M | 2.47% | 4 |
|
|
2020
Q1 | $4.82M | Sell |
30,586
-1,942
| -6% | -$319K | 2.07% | 4 |
|
|
2019
Q4 | $4.92M | Sell |
32,528
-4,507
| -12% | -$662K | 1.34% | 6 |
|
|
2019
Q3 | $5.16M | Sell |
37,035
-660
| -2% | -$90.8K | 1.4% | 7 |
|
|
2019
Q2 | $5.02M | Buy |
37,695
+19,156
| +103% | +$2.43M | 1.39% | 7 |
|
|
2019
Q1 | $2.19M | Buy |
+18,539
| New | +$2.02M | 1% | 5 |
|
Other funds holding MSFT
Realta Investment Advisors's MSFT Position: Q2 2026 in Review
Realta Investment Advisors reduced its Microsoft (MSFT) stake by 4% in Q2 2026, selling an estimated $235K and leaving 13,954 shares worth $5.21M. The position accounts for 1.62% of the portfolio, ranked #13.
Realta Investment Advisors first reported a position in MSFT in Q1 2019 and has held it in 30 quarters since. The position peaked at $16.6M in Q2 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Realta Investment Advisors held 13,954 shares of Microsoft worth $5.21M as of Q2 2026.
- Realta Investment Advisors sold 582 Microsoft shares in Q2 2026, an estimated $235K.
- Microsoft made up 1.62% of Realta Investment Advisors's portfolio in Q2 2026, its #13 holding.
- Realta Investment Advisors first reported a position in Microsoft in Q1 2019 and has held it in 30 quarters since.
- Realta Investment Advisors's Microsoft position peaked at $16.6M in Q2 2024.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.