TCI Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.1M | Buy |
32,359
+1,872
| +6% | +$757K | 0.52% | 26 |
|
|
2026
Q1 | $11.3M | Sell |
30,487
-2,438
| -7% | -$1.02M | 0.6% | 23 |
|
|
2025
Q4 | $15.9M | Sell |
32,925
-276
| -0.8% | -$138K | 0.88% | 21 |
|
|
2025
Q3 | $17.2M | Buy |
33,201
+909
| +3% | +$464K | 1.03% | 21 |
|
|
2025
Q2 | $16.1M | Sell |
32,292
-2,095
| -6% | -$910K | 1.1% | 21 |
|
|
2025
Q1 | $12.9M | Sell |
34,387
-509
| -1% | -$208K | 1.03% | 21 |
|
|
2024
Q4 | $14.7M | Buy |
34,896
+309
| +0.9% | +$132K | 1.23% | 20 |
|
|
2024
Q3 | $14.9M | Buy |
34,587
+607
| +2% | +$259K | 1.25% | 20 |
|
|
2024
Q2 | $15.2M | Buy |
33,980
+237
| +0.7% | +$100K | 1.43% | 18 |
|
|
2024
Q1 | $14.2M | Sell |
33,743
-344
| -1% | -$139K | 1.4% | 16 |
|
|
2023
Q4 | $12.8M | Buy |
34,087
+544
| +2% | +$194K | 1.37% | 17 |
|
|
2023
Q3 | $10.6M | Buy |
33,543
+1,073
| +3% | +$355K | 1.35% | 14 |
|
|
2023
Q2 | $11.1M | Sell |
32,470
-4
| -0% | -$1.25K | 1.41% | 14 |
|
|
2023
Q1 | $9.36M | Sell |
32,474
-190
| -0.6% | -$48.5K | 1.21% | 14 |
|
|
2022
Q4 | $7.83M | Sell |
32,664
-704
| -2% | -$169K | 1.08% | 15 |
|
|
2022
Q3 | $7.77M | Buy |
33,368
+110
| +0.3% | +$29K | 1.26% | 13 |
|
|
2022
Q2 | $8.54M | Buy |
33,258
+516
| +2% | +$140K | 1.31% | 14 |
|
|
2022
Q1 | $10.1M | Sell |
32,742
-1,287
| -4% | -$387K | 1.51% | 11 |
|
|
2021
Q4 | $11.4M | Sell |
34,029
-28,184
| -45% | -$9.14M | 1.69% | 11 |
|
|
2021
Q3 | $17.5M | Sell |
62,213
-10,118
| -14% | -$2.94M | 2.68% | 8 |
|
|
2021
Q2 | $19.6M | Buy |
72,331
+38,638
| +115% | +$9.82M | 3.31% | 6 |
|
|
2021
Q1 | $7.94M | Sell |
33,693
-498
| -1% | -$116K | 3.37% | 3 |
|
|
2020
Q4 | $7.61M | Sell |
34,191
-10,904
| -24% | -$2.34M | 3.4% | 4 |
|
|
2020
Q3 | $9.48M | Sell |
45,095
-793
| -2% | -$167K | 3.75% | 4 |
|
|
2020
Q2 | $9.34M | Sell |
45,888
-1,600
| -3% | -$290K | 3.99% | 4 |
|
|
2020
Q1 | $7.49M | Sell |
47,488
-433
| -0.9% | -$71.2K | 3.69% | 4 |
|
|
2019
Q4 | $7.56M | Buy |
47,921
+437
| +0.9% | +$64.2K | 2.94% | 4 |
|
|
2019
Q3 | $6.6M | Sell |
47,484
-258
| -0.5% | -$35.5K | 2.93% | 4 |
|
|
2019
Q2 | $6.4M | Buy |
47,742
+4,077
| +9% | +$518K | 2.88% | 6 |
|
|
2019
Q1 | $5.15M | Sell |
43,665
-1,044
| -2% | -$114K | 2.26% | 7 |
|
|
2018
Q4 | $4.54M | Sell |
44,709
-1,709
| -4% | -$183K | 2.2% | 8 |
|
|
2018
Q3 | $5.31M | Buy |
46,418
+544
| +1% | +$59K | 2.22% | 7 |
|
|
2018
Q2 | $4.52M | Buy |
45,874
+251
| +0.6% | +$24.3K | 2.01% | 8 |
|
|
2018
Q1 | $4.16M | Sell |
45,623
-924
| -2% | -$84.5K | 1.93% | 9 |
|
|
2017
Q4 | $3.98M | Buy |
46,547
+132
| +0.3% | +$10.8K | 1.75% | 10 |
|
|
2017
Q3 | $3.46M | Sell |
46,415
-1,946
| -4% | -$142K | 1.69% | 12 |
|
|
2017
Q2 | $3.33M | Buy |
48,361
+329
| +0.7% | +$22.6K | 1.7% | 12 |
|
|
2017
Q1 | $3.16M | Buy |
48,032
+244
| +0.5% | +$15.6K | 1.65% | 14 |
|
|
2016
Q4 | $2.97M | Buy |
47,788
+1,245
| +3% | +$74.9K | 1.56% | 13 |
|
|
2016
Q3 | $2.68M | Sell |
46,543
-2,083
| -4% | -$118K | 1.46% | 15 |
|
|
2016
Q2 | $2.49M | Sell |
48,626
-435
| -0.9% | -$22.6K | 1.38% | 19 |
|
|
2016
Q1 | $2.71M | Buy |
49,061
+2,990
| +6% | +$157K | 1.5% | 14 |
|
|
2015
Q4 | $2.56M | Buy |
46,071
+1,938
| +4% | +$102K | 1.42% | 17 |
|
|
2015
Q3 | $1.95M | Buy |
44,133
+4,901
| +12% | +$220K | 1.18% | 22 |
|
|
2015
Q2 | $1.73M | Buy |
39,232
+304
| +0.8% | +$13.9K | 0.99% | 29 |
|
|
2015
Q1 | $1.58M | Buy |
38,928
+479
| +1% | +$20.9K | 0.99% | 29 |
|
|
2014
Q4 | $1.79M | Buy |
38,449
+529
| +1% | +$24.8K | 1.11% | 23 |
|
|
2014
Q3 | $1.76M | Sell |
37,920
-3,058
| -7% | -$136K | 1.11% | 24 |
|
|
2014
Q2 | $1.71M | Buy |
40,978
+1,026
| +3% | +$41.5K | 1.03% | 26 |
|
|
2014
Q1 | $1.64M | Sell |
39,952
-1,616
| -4% | -$60.7K | 1.07% | 27 |
|
|
2013
Q4 | $1.55M | Sell |
41,568
-913
| -2% | -$33.2K | 0.98% | 29 |
|
|
2013
Q3 | $1.41M | Buy |
42,481
+1,535
| +4% | +$50.5K | 1.07% | 25 |
|
|
2013
Q2 | $1.41M | Buy |
+40,946
| New | +$1.34M | 1.07% | 25 |
|
Other funds holding MSFT
TCI Wealth Advisors's MSFT Position: Q2 2026 in Review
TCI Wealth Advisors increased its Microsoft (MSFT) stake by 6.1% in Q2 2026, buying an estimated $757K and bringing the position to 32,359 shares worth $12.1M. The position accounts for 0.52% of the portfolio, ranked #26.
TCI Wealth Advisors first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.6M in Q2 2021. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- TCI Wealth Advisors held 32,359 shares of Microsoft worth $12.1M as of Q2 2026.
- TCI Wealth Advisors bought 1,872 Microsoft shares in Q2 2026, an estimated $757K.
- Microsoft made up 0.52% of TCI Wealth Advisors's portfolio in Q2 2026, its #26 holding.
- TCI Wealth Advisors first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
- TCI Wealth Advisors's Microsoft position peaked at $19.6M in Q2 2021.
- 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.