Spectrum Wealth Advisory Group
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Spectrum Wealth Advisory Group’s Microsoft MSFT Stock Holding History

Spectrum Wealth Advisory Group’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
Q3 		$2.09M Buy
4,073
+24
+0.6% +$11.1K 0.59% 27
2026
Q2 		$1.51M Buy
4,049
+562
+16% +$227K 0.43% 28
2026
Q1 		$1.29M Sell
3,487
-251
-7% -$105K 0.48% 29
2025
Q4 		$1.81M Buy
3,738
+33
+0.9% +$16.5K 0.66% 23
2025
Q3 		$1.92M Sell
3,705
-73
-2% -$37.2K 0.79% 20
2025
Q2 		$1.88M Sell
3,778
-4
-0.1% -$1.74K 0.87% 17
2025
Q1 		$1.42M Buy
3,782
+7
+0.2% +$2.85K 0.68% 21
2024
Q4 		$1.59M Buy
3,775
+929
+33% +$396K 0.75% 21
2024
Q3 		$1.22M Sell
2,846
-10
-0.4% -$4.28K 0.69% 21
2024
Q2 		$1.28M Buy
2,856
+126
+5% +$53.2K 1.37% 11
2024
Q1 		$1.15M Buy
2,730
+2
+0.1% +$810 1.32% 12
2023
Q4 		$1.03M Buy
2,728
+59
+2% +$21K 1.27% 12
2023
Q3 		$843K Buy
2,669
+2
+0.1% +$661 1.17% 12
2023
Q2 		$908K Sell
2,667
-74
-3% -$23.2K 1.2% 12
2023
Q1 		$790K Sell
2,741
-42
-2% -$10.7K 1.07% 15
2022
Q4 		$667K Buy
2,783
+79
+3% +$19K 0.93% 18
2022
Q3 		$630K Sell
2,704
-99
-4% -$26.1K 0.79% 23
2022
Q2 		$720K Sell
2,803
-27
-1% -$7.33K 0.8% 23
2022
Q1 		$872K Sell
2,830
-28
-1% -$8.42K 0.84% 20
2021
Q4 		$961K Buy
2,858
+594
+26% +$193K 0.86% 22
2021
Q3 		$638K Sell
2,264
-881
-28% -$256K 0.63% 25
2021
Q2 		$852K Buy
3,145
+813
+35% +$207K 0.83% 24
2021
Q1 		$550K Sell
2,332
-26
-1% -$6.03K 0.53% 26
2020
Q4 		$524K Sell
2,358
-1,386
-37% -$298K 0.59% 22
2020
Q3 		$789K Buy
3,744
+2,087
+126% +$438K 0.51% 23
2020
Q2 		$337K Buy
1,657
+9
+0.5% +$1.63K 0.48% 26
2020
Q1 		$262K Buy
+1,648
New +$271K 0.57% 25

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Spectrum Wealth Advisory Group's MSFT Position: Q3 2026 in Review

Spectrum Wealth Advisory Group increased its Microsoft (MSFT) stake by 0.59% in Q3 2026, buying an estimated $11.1K and bringing the position to 4,073 shares worth $2.09M. The position accounts for 0.59% of the portfolio, ranked #27.

Spectrum Wealth Advisory Group first reported a position in MSFT in Q1 2020 and has held it in 27 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Spectrum Wealth Advisory Group held 4,073 shares of Microsoft worth $2.09M as of Q3 2026.
  • Spectrum Wealth Advisory Group bought 24 Microsoft shares in Q3 2026, an estimated $11.1K.
  • Microsoft made up 0.59% of Spectrum Wealth Advisory Group's portfolio in Q3 2026, its #27 holding.
  • Spectrum Wealth Advisory Group first reported a position in Microsoft in Q1 2020 and has held it in 27 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.