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Scott Capital Advisors’s Microsoft MSFT Stock Holding History

Scott Capital Advisors’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 		$5.1M Buy
13,659
+117
+0.9% +$47.3K 0.8% 21
2026
Q1 		$5.02M Buy
13,542
+219
+2% +$91.6K 1.02% 18
2025
Q4 		$6.44M Buy
13,323
+103
+0.8% +$51.6K 1.43% 15
2025
Q3 		$6.94M Sell
13,220
-16
-0.1% -$8.16K 1.57% 15
2025
Q2 		$6.66M Sell
13,236
-1,614
-11% -$701K 1.81% 13
2025
Q1 		$5.57M Sell
14,850
-417
-3% -$170K 1.66% 13
2024
Q4 		$6.37M Sell
15,267
-3,274
-18% -$1.39M 1.83% 13
2024
Q3 		$7.98M Sell
18,541
-26
-0.1% -$11.1K 2.26% 13
2024
Q2 		$8.53M Sell
18,567
-19
-0.1% -$8.02K 2.52% 12
2024
Q1 		$7.92M Sell
18,586
-457
-2% -$185K 2.41% 13
2023
Q4 		$7.16M Sell
19,043
-1,337
-7% -$476K 2.4% 14
2023
Q3 		$6.78M Buy
20,380
+159
+0.8% +$52.5K 2.7% 12
2023
Q2 		$6.89M Sell
20,221
-1,623
-7% -$509K 2.96% 10
2023
Q1 		$6.3M Sell
21,844
-648
-3% -$165K 3.04% 10
2022
Q4 		$5.39M Buy
22,492
+32
+0.1% +$7.68K 3.06% 9
2022
Q3 		$5.23M Buy
22,460
+7
+0% +$1.85K 3.57% 7
2022
Q2 		$5.77M Buy
22,453
+24
+0.1% +$6.51K 3.9% 7
2022
Q1 		$6.92M Sell
22,429
-130
-0.6% -$39.1K 4.07% 7
2021
Q4 		$7.59M Buy
+22,559
New +$7.31M 4.63% 7

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

Scott Capital Advisors's MSFT Position: Q2 2026 in Review

Scott Capital Advisors increased its Microsoft (MSFT) stake by 0.86% in Q2 2026, buying an estimated $47.3K and bringing the position to 13,659 shares worth $5.1M. The position accounts for 0.8% of the portfolio, ranked #21.

Scott Capital Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.53M in Q2 2024. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Scott Capital Advisors held 13,659 shares of Microsoft worth $5.1M as of Q2 2026.
  • Scott Capital Advisors bought 117 Microsoft shares in Q2 2026, an estimated $47.3K.
  • Microsoft made up 0.8% of Scott Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Scott Capital Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Scott Capital Advisors's Microsoft position peaked at $8.53M in Q2 2024.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.