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Sound Portfolio Advisors’s Microsoft MSFT Stock Holding History

Sound Portfolio 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 		$878K Hold
2,355
– – 0.62% 22
2026
Q1 		$872K Sell
2,355
-80
-3% -$33.5K 0.71% 16
2025
Q4 		$1.18M Buy
+2,435
New +$1.22M 0.99% 14

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

Sound Portfolio Advisors's MSFT Position: Q2 2026 in Review

Sound Portfolio Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 2,355 shares worth $878K. The position accounts for 0.62% of the portfolio, ranked #22.

Sound Portfolio Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q4 2025. 6,206 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sound Portfolio Advisors held 2,355 shares of Microsoft worth $878K as of Q2 2026.
  • Sound Portfolio Advisors left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.62% of Sound Portfolio Advisors's portfolio in Q2 2026, its #22 holding.
  • Sound Portfolio Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Sound Portfolio Advisors's Microsoft position peaked at $1.18M in Q4 2025.
  • 6,206 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sound Portfolio Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.