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Torrey Growth & Income Advisors’s Microsoft MSFT Stock Holding History

Torrey Growth & Income 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 		$3.91M Buy
10,540
+513
+5% +$208K 1.33% 15
2026
Q1 		$3.68M Sell
10,027
-248
-2% -$104K 1.54% 14
2025
Q4 		$4.81M Sell
10,275
-1,729
-14% -$866K 1.67% 11
2025
Q3 		$6.22M Buy
+12,004
New +$6.12M 1.83% 10

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

Torrey Growth & Income Advisors's MSFT Position: Q2 2026 in Review

Torrey Growth & Income Advisors increased its Microsoft (MSFT) stake by 5.1% in Q2 2026, buying an estimated $208K and bringing the position to 10,540 shares worth $3.91M. The position accounts for 1.33% of the portfolio, ranked #15.

Torrey Growth & Income Advisors first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.22M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Torrey Growth & Income Advisors held 10,540 shares of Microsoft worth $3.91M as of Q2 2026.
  • Torrey Growth & Income Advisors bought 513 Microsoft shares in Q2 2026, an estimated $208K.
  • Microsoft made up 1.33% of Torrey Growth & Income Advisors's portfolio in Q2 2026, its #15 holding.
  • Torrey Growth & Income Advisors first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
  • Torrey Growth & Income Advisors's Microsoft position peaked at $6.22M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Torrey Growth & Income Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.