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	$74.6K	Buy	+200	New	+$80.9K	﹤0.01%	1238
2026 Q1	–	Sell	-500	Closed	-$810	–	1191
2025 Q4	$810	Buy	+500	New	+$251K	﹤0.01%	1015

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

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. 6,221 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.
6,221 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.