SIA
MSFT icon

Spectrum Investment Advisors’s Microsoft MSFT Stock Holding History

Spectrum 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 		$1.22M Buy
3,282
+1,570
+92% +$635K 0.5% 22
2026
Q1 		$634K Sell
1,712
-143
-8% -$59.8K 0.31% 24
2025
Q4 		$897K Buy
1,855
+490
+36% +$246K 0.45% 21
2025
Q3 		$707K Buy
1,365
+52
+4% +$26.5K 0.38% 19
2025
Q2 		$653K Buy
1,313
+39
+3% +$16.9K 0.38% 19
2025
Q1 		$478K Sell
1,274
-137
-10% -$55.9K 0.31% 20
2024
Q4 		$595K Buy
1,411
+10
+0.7% +$4.26K 0.4% 18
2024
Q3 		$603K Buy
1,401
+1
+0.1% +$427 0.41% 17
2024
Q2 		$626K Sell
1,400
-493
-26% -$208K 0.46% 17
2024
Q1 		$797K Buy
1,893
+60
+3% +$24.3K 0.59% 17
2023
Q4 		$689K Buy
+1,833
New +$652K 0.55% 18

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

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

Spectrum Investment Advisors increased its Microsoft (MSFT) stake by 92% in Q2 2026, buying an estimated $635K and bringing the position to 3,282 shares worth $1.22M. The position accounts for 0.5% of the portfolio, ranked #22.

Spectrum Investment Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Spectrum Investment Advisors held 3,282 shares of Microsoft worth $1.22M as of Q2 2026.
  • Spectrum Investment Advisors bought 1,570 Microsoft shares in Q2 2026, an estimated $635K.
  • Microsoft made up 0.5% of Spectrum Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • Spectrum Investment Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.