Tanglewood Legacy Advisors’s Microsoft MSFT Stock Holding History

Tanglewood Legacy 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	$1.18M	Sell	3,171 -69	-2%	-$27.9K	0.38%	42
2026 Q1	$1.2M	Buy	3,240 +1	+0%	+$418	0.43%	41
2025 Q4	$1.57M	Sell	3,239 -165	-5%	-$82.7K	0.59%	28
2025 Q3	$1.76M	Buy	3,404 +1	+0%	+$510	0.68%	26
2025 Q2	$1.69M	Hold	3,403	–	–	0.69%	26
2025 Q1	$1.28M	Sell	3,403 -29	-0.8%	-$11.8K	0.56%	29
2024 Q4	$1.45M	Sell	3,432 -49	-1%	-$20.9K	0.62%	29
2024 Q3	$1.5M	Buy	3,481 +375	+12%	+$160K	0.67%	25
2024 Q2	$1.39M	Buy	3,106 +244	+9%	+$103K	0.66%	26
2024 Q1	$1.2M	Buy	2,862 +189	+7%	+$76.5K	0.59%	28
2023 Q4	$1.01M	Buy	2,673 +1	+0%	+$356	0.55%	29
2023 Q3	$844K	Buy	2,672 +1	+0%	+$330	0.51%	33
2023 Q2	$910K	Sell	2,671 -14	-0.5%	-$4.39K	0.53%	32
2023 Q1	$774K	Buy	2,685 +1	+0%	+$255	0.49%	32
2022 Q4	$644K	Buy	+2,684	New	+$644K	0.46%	31

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

Tanglewood Legacy Advisors's MSFT Position: Q2 2026 in Review

Tanglewood Legacy Advisors reduced its Microsoft (MSFT) stake by 2.1% in Q2 2026, selling an estimated $27.9K and leaving 3,171 shares worth $1.18M. The position accounts for 0.38% of the portfolio, ranked #42.

Tanglewood Legacy Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.76M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Tanglewood Legacy Advisors held 3,171 shares of Microsoft worth $1.18M as of Q2 2026.
Tanglewood Legacy Advisors sold 69 Microsoft shares in Q2 2026, an estimated $27.9K.
Microsoft made up 0.38% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #42 holding.
Tanglewood Legacy Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's Microsoft position peaked at $1.76M in Q3 2025.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.