TFA
MSFT icon

Tobias Financial Advisors’s Microsoft MSFT Stock Holding History

Tobias Financial 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 		$1.87M Sell
5,000
-45
-0.9% -$18.2K 0.24% 52
2026
Q1 		$1.87M Sell
5,045
-1,953
-28% -$817K 0.26% 49
2025
Q4 		$3.38M Buy
6,998
+919
+15% +$461K 0.48% 37
2025
Q3 		$3.15M Buy
6,079
+601
+11% +$307K 0.48% 41
2025
Q2 		$2.72M Buy
5,478
+814
+17% +$353K 0.47% 43
2025
Q1 		$1.75M Buy
4,664
+326
+8% +$133K 0.34% 42
2024
Q4 		$1.83M Buy
4,338
+815
+23% +$347K 0.37% 41
2024
Q3 		$1.52M Buy
3,523
+231
+7% +$98.7K 0.3% 44
2024
Q2 		$1.47M Buy
3,292
+263
+9% +$111K 0.32% 43
2024
Q1 		$1.27M Buy
3,029
+990
+49% +$401K 0.29% 46
2023
Q4 		$767K Buy
2,039
+204
+11% +$72.6K 0.19% 54
2023
Q3 		$579K Sell
1,835
-91
-5% -$30.1K 0.15% 64
2023
Q2 		$656K Buy
1,926
+232
+14% +$72.7K 0.18% 59
2023
Q1 		$488K Sell
1,694
-370
-18% -$94.4K 0.14% 62
2022
Q4 		$495K Buy
2,064
+253
+14% +$60.7K 0.16% 63
2022
Q3 		$422K Sell
1,811
-1
-0.1% -$264 0.15% 62
2022
Q2 		$465K Buy
1,812
+614
+51% +$167K 0.16% 60
2022
Q1 		$369K Sell
1,198
-14,859
-93% -$4.47M 0.13% 57
2021
Q4 		$5.4M Buy
16,057
+14,952
+1,353% +$4.85M 0.42% 51
2021
Q3 		$312K Sell
1,105
-40
-3% -$11.6K 0.12% 56
2021
Q2 		$310K Buy
1,145
+76
+7% +$19.3K 0.12% 57
2021
Q1 		$252K Sell
1,069
-71
-6% -$16.5K 0.11% 58
2020
Q4 		$254K Sell
1,140
-636
-36% -$137K 0.12% 55
2020
Q3 		$374K Sell
1,776
-9
-0.5% -$1.89K 0.2% 50
2020
Q2 		$363K Sell
1,785
-53
-3% -$9.62K 0.21% 49
2020
Q1 		$290K Sell
1,838
-446
-20% -$73.3K 0.21% 42
2019
Q4 		$360K Buy
+2,284
New +$336K 0.23% 40

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 $3.38T AUM 44.17% 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

Tobias Financial Advisors's MSFT Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Microsoft (MSFT) stake by 0.89% in Q2 2026, selling an estimated $18.2K and leaving 5,000 shares worth $1.87M. The position accounts for 0.24% of the portfolio, ranked #52.

Tobias Financial Advisors first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.4M in Q4 2021. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Tobias Financial Advisors held 5,000 shares of Microsoft worth $1.87M as of Q2 2026.
  • Tobias Financial Advisors sold 45 Microsoft shares in Q2 2026, an estimated $18.2K.
  • Microsoft made up 0.24% of Tobias Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Tobias Financial Advisors first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Tobias Financial Advisors's Microsoft position peaked at $5.4M in Q4 2021.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.