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Strategies Wealth Advisors’s Microsoft MSFT Stock Holding History

Strategies Wealth 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 		$5.37M Buy
14,393
+73
+0.5% +$29.5K 0.48% 24
2026
Q1 		$5.3M Sell
14,320
-3,170
-18% -$1.33M 0.53% 23
2025
Q4 		$8.46M Buy
17,490
+769
+5% +$385K 0.85% 18
2025
Q3 		$8.66M Buy
16,721
+945
+6% +$482K 0.9% 17
2025
Q2 		$7.85M Buy
15,776
+71
+0.5% +$30.8K 0.86% 17
2025
Q1 		$5.9M Buy
15,705
+9,838
+168% +$4.01M 0.72% 20
2024
Q4 		$2.4M Buy
+5,867
New +$2.5M 0.3% 31

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

Strategies Wealth Advisors's MSFT Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Microsoft (MSFT) stake by 0.51% in Q2 2026, buying an estimated $29.5K and bringing the position to 14,393 shares worth $5.37M. The position accounts for 0.48% of the portfolio, ranked #24.

Strategies Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.66M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Strategies Wealth Advisors held 14,393 shares of Microsoft worth $5.37M as of Q2 2026.
  • Strategies Wealth Advisors bought 73 Microsoft shares in Q2 2026, an estimated $29.5K.
  • Microsoft made up 0.48% of Strategies Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Strategies Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Strategies Wealth Advisors's Microsoft position peaked at $8.66M in Q3 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.