Spurstone Advisory Services’s Microsoft MSFT Stock Holding History

Spurstone Advisory Services’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	–	Sell	-10	Closed	-$3.7K	–	102
2026 Q1	$3.7K	Buy	+10	New	+$4.18K	0.06%	35
2025 Q1	–	Sell	-300	Closed	-$126K	–	109
2024 Q4	$126K	Buy	+300	New	+$128K	2.41%	13

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spurstone Advisory Services's MSFT Position: Q2 2026 in Review

Spurstone Advisory Services sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 10 shares — an estimated $3.7K sold.

Spurstone Advisory Services first reported a position in MSFT in Q4 2024 and held it in 2 quarters. The position peaked at $126K in Q4 2024. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Spurstone Advisory Services reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
Spurstone Advisory Services sold 10 Microsoft shares in Q2 2026, an estimated $3.7K.
Spurstone Advisory Services first reported a position in Microsoft in Q4 2024 and held it in 2 quarters.
Spurstone Advisory Services's Microsoft position peaked at $126K in Q4 2024.
6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.