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Soltis Investment Advisors’s Microsoft MSFT Stock Holding History

Soltis Investment 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 		$2.91M Buy
7,800
+7,100
+1,014% +$2.87M 0.16% 132
2026
Q1 		$259K Buy
+700
New +$293K 0.02% 473

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

Soltis Investment Advisors's MSFT Position: Q2 2026 in Review

Soltis Investment Advisors reduced its Microsoft (MSFT) stake by 0.05% in Q2 2026, selling an estimated $41.7K and leaving 226,152 shares worth $84.4M. The position accounts for 4.69% of the portfolio, ranked #2.

Soltis Investment Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $107M in Q4 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Soltis Investment Advisors held 226,152 shares of Microsoft worth $84.4M as of Q2 2026.
  • Soltis Investment Advisors sold 103 Microsoft shares in Q2 2026, an estimated $41.7K.
  • Microsoft made up 4.69% of Soltis Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Soltis Investment Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's Microsoft position peaked at $107M in Q4 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.