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Signal Advisors Wealth’s Microsoft MSFT Stock Holding History

Signal Advisors Wealth’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 		$35.9M Buy
96,129
+25,221
+36% +$10.2M 1.81% 8
2026
Q1 		$26.2M Buy
70,908
+20,995
+42% +$8.79M 1.8% 8
2025
Q4 		$24.1M Buy
49,913
+2,972
+6% +$1.49M 1.92% 9
2025
Q3 		$24.3M Buy
46,941
+10,168
+28% +$5.19M 2.2% 8
2025
Q2 		$18.3M Buy
36,773
+10,122
+38% +$4.4M 1.43% 13
2025
Q1 		$10M Buy
26,651
+3,000
+13% +$1.22M 0.98% 18
2024
Q4 		$9.97M Buy
23,651
+3,898
+20% +$1.66M 1.13% 16
2024
Q3 		$8.5M Buy
19,753
+17,801
+912% +$7.61M 1.22% 14
2024
Q2 		$872K Sell
1,952
-10,780
-85% -$4.55M 1.91% 15
2024
Q1 		$5.36M Buy
12,732
+4,243
+50% +$1.72M 1.33% 15
2023
Q4 		$3.19M Buy
+8,489
New +$3.02M 1.11% 25

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

Signal Advisors Wealth's MSFT Position: Q2 2026 in Review

Signal Advisors Wealth increased its Microsoft (MSFT) stake by 36% in Q2 2026, buying an estimated $10.2M and bringing the position to 96,129 shares worth $35.9M. The position accounts for 1.81% of the portfolio, ranked #8.

Signal Advisors Wealth 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.

  • Signal Advisors Wealth held 96,129 shares of Microsoft worth $35.9M as of Q2 2026.
  • Signal Advisors Wealth bought 25,221 Microsoft shares in Q2 2026, an estimated $10.2M.
  • Microsoft made up 1.81% of Signal Advisors Wealth's portfolio in Q2 2026, its #8 holding.
  • Signal Advisors Wealth 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 Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.