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Tactive Advisors’s Microsoft MSFT Stock Holding History

Tactive 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 		$3.15M Buy
8,442
+321
+4% +$130K 0.78% 30
2026
Q1 		$3.01M Buy
8,121
+1,045
+15% +$437K 0.85% 29
2025
Q4 		$3.42M Sell
7,076
-120
-2% -$60.1K 1% 24
2025
Q3 		$3.73M Sell
7,196
-112
-2% -$57.1K 1.05% 25
2025
Q2 		$3.64M Buy
+7,308
New +$3.17M 1.18% 21
2024
Q1 		$2.77M Buy
6,596
+4,222
+178% +$1.71M 1.48% 19
2023
Q4 		$893K Buy
2,374
+540
+29% +$192K 0.57% 31
2023
Q3 		$579K Buy
1,834
+144
+9% +$47.6K 0.5% 31
2023
Q2 		$575K Sell
1,690
-44
-3% -$13.8K 0.44% 32
2023
Q1 		$500K Buy
1,734
+302
+21% +$77K 0.37% 32
2022
Q4 		$343K Buy
+1,432
New +$344K 0.22% 35

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

Tactive Advisors's MSFT Position: Q2 2026 in Review

Tactive Advisors increased its Microsoft (MSFT) stake by 4% in Q2 2026, buying an estimated $130K and bringing the position to 8,442 shares worth $3.15M. The position accounts for 0.78% of the portfolio, ranked #30.

Tactive Advisors first reported a position in MSFT in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.73M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Tactive Advisors held 8,442 shares of Microsoft worth $3.15M as of Q2 2026.
  • Tactive Advisors bought 321 Microsoft shares in Q2 2026, an estimated $130K.
  • Microsoft made up 0.78% of Tactive Advisors's portfolio in Q2 2026, its #30 holding.
  • Tactive Advisors first reported a position in Microsoft in Q4 2022 and has held it in 11 quarters since.
  • Tactive Advisors's Microsoft position peaked at $3.73M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.