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Three Bridge Wealth Advisors’s Microsoft MSFT Stock Holding History

Three Bridge 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 		$2.32M Sell
6,228
-266
-4% -$108K 0.58% 27
2026
Q1 		$2.4M Buy
6,494
+216
+3% +$90.4K 0.66% 23
2025
Q4 		$3.04M Buy
6,278
+57
+0.9% +$28.6K 0.8% 23
2025
Q3 		$3.22M Sell
6,221
-5,310
-46% -$2.71M 0.83% 25
2025
Q2 		$5.74M Buy
11,531
+5,206
+82% +$2.26M 1.51% 19
2025
Q1 		$2.37M Buy
6,325
+93
+1% +$37.9K 0.83% 23
2024
Q4 		$2.63M Buy
6,232
+455
+8% +$194K 0.92% 24
2024
Q3 		$2.49M Buy
5,777
+398
+7% +$170K 0.92% 24
2024
Q2 		$2.4M Sell
5,379
-1,091
-17% -$461K 0.95% 22
2024
Q1 		$2.72M Sell
6,470
-843
-12% -$341K 1.07% 20
2023
Q4 		$2.75M Sell
7,313
-343
-4% -$122K 0.95% 21
2023
Q3 		$2.42M Buy
7,656
+44
+0.6% +$14.5K 1% 19
2023
Q2 		$2.59M Sell
7,612
-587
-7% -$184K 1.1% 21
2023
Q1 		$2.36M Buy
8,199
+112
+1% +$28.6K 1.1% 19
2022
Q4 		$1.94M Sell
8,087
-269
-3% -$64.6K 1.04% 20
2022
Q3 		$1.95M Sell
8,356
-143
-2% -$37.8K 0.99% 18
2022
Q2 		$2.18M Sell
8,499
-213
-2% -$57.8K 1.07% 17
2022
Q1 		$2.69M Buy
+8,712
New +$2.62M 0.75% 17

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

Three Bridge Wealth Advisors's MSFT Position: Q2 2026 in Review

Three Bridge Wealth Advisors reduced its Microsoft (MSFT) stake by 4.1% in Q2 2026, selling an estimated $108K and leaving 6,228 shares worth $2.32M. The position accounts for 0.58% of the portfolio, ranked #27.

Three Bridge Wealth Advisors first reported a position in MSFT in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.74M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Three Bridge Wealth Advisors held 6,228 shares of Microsoft worth $2.32M as of Q2 2026.
  • Three Bridge Wealth Advisors sold 266 Microsoft shares in Q2 2026, an estimated $108K.
  • Microsoft made up 0.58% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Three Bridge Wealth Advisors first reported a position in Microsoft in Q1 2022 and has held it in 18 quarters since.
  • Three Bridge Wealth Advisors's Microsoft position peaked at $5.74M in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.