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Savvy Advisors Inc’s Microsoft MSFT Stock Holding History

Savvy Advisors Inc’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 		$56.5M Buy
151,539
+19,987
+15% +$8.09M 1.2% 12
2026
Q1 		$48.7M Buy
131,552
+20,075
+18% +$8.4M 1.3% 12
2025
Q4 		$53.9M Buy
111,477
+21,190
+23% +$10.6M 1.74% 11
2025
Q3 		$46.8M Buy
90,287
+3,458
+4% +$1.76M 2.15% 9
2025
Q2 		$43.2M Buy
86,829
+29,141
+51% +$12.7M 2.88% 6
2025
Q1 		$21.7M Buy
57,688
+11,728
+26% +$4.78M 2.18% 8
2024
Q4 		$19.4M Buy
45,960
+22,843
+99% +$9.73M 2.33% 6
2024
Q3 		$9.95M Buy
23,117
+4,853
+27% +$2.07M 2.02% 10
2024
Q2 		$8.16M Buy
18,264
+7,765
+74% +$3.28M 2.66% 4
2024
Q1 		$4.42M Buy
10,499
+2,046
+24% +$828K 2.55% 5
2023
Q4 		$3.18M Buy
+8,453
New +$3.01M 3.09% 4

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

Savvy Advisors Inc's MSFT Position: Q2 2026 in Review

Savvy Advisors Inc increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $8.09M and bringing the position to 151,539 shares worth $56.5M. The position accounts for 1.2% of the portfolio, ranked #12.

Savvy Advisors Inc first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Savvy Advisors Inc held 151,539 shares of Microsoft worth $56.5M as of Q2 2026.
  • Savvy Advisors Inc bought 19,987 Microsoft shares in Q2 2026, an estimated $8.09M.
  • Microsoft made up 1.2% of Savvy Advisors Inc's portfolio in Q2 2026, its #12 holding.
  • Savvy Advisors Inc first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.