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Tranquilli Financial Advisor’s Microsoft MSFT Stock Holding History

Tranquilli Financial Advisor’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 		$1.89M Buy
5,057
+661
+15% +$267K 1.02% 27
2026
Q1 		$1.63M Buy
4,396
+970
+28% +$406K 0.95% 29
2025
Q4 		$1.66M Buy
3,426
+90
+3% +$45.1K 0.96% 30
2025
Q3 		$1.73M Buy
3,336
+341
+11% +$174K 1.02% 31
2025
Q2 		$1.49M Buy
2,995
+12
+0.4% +$5.21K 0.92% 34
2025
Q1 		$1.12M Buy
2,983
+145
+5% +$59.1K 0.71% 39
2024
Q4 		$1.2M Buy
2,838
+119
+4% +$50.7K 0.76% 38
2024
Q3 		$1.17M Buy
2,719
+12
+0.4% +$5.13K 0.73% 40
2024
Q2 		$1.24M Sell
2,707
-107
-4% -$45.2K 0.83% 31
2024
Q1 		$1.18M Sell
2,814
-137
-5% -$55.5K 0.79% 37
2023
Q4 		$1.11M Sell
2,951
-482
-14% -$172K 0.78% 31
2023
Q3 		$1.08M Buy
3,433
+43
+1% +$14.2K 0.78% 30
2023
Q2 		$1.15M Sell
3,390
-188
-5% -$58.9K 0.82% 24
2023
Q1 		$1.03M Buy
3,578
+310
+9% +$79.1K 0.77% 24
2022
Q4 		$784K Buy
3,268
+754
+30% +$181K 0.59% 26
2022
Q3 		$586K Buy
2,514
+276
+12% +$72.9K 0.46% 22
2022
Q2 		$575K Buy
2,238
+612
+38% +$166K 0.44% 27
2022
Q1 		$501K Buy
1,626
+340
+26% +$102K 0.36% 47
2021
Q4 		$433K Buy
1,286
+58
+5% +$18.8K 0.3% 57
2021
Q3 		$346K Buy
1,228
+91
+8% +$26.5K 0.26% 56
2021
Q2 		$308K Buy
1,137
+62
+6% +$15.8K 0.23% 61
2021
Q1 		$253K Buy
+1,075
New +$249K 0.2% 67

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

Tranquilli Financial Advisor's MSFT Position: Q2 2026 in Review

Tranquilli Financial Advisor increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $267K and bringing the position to 5,057 shares worth $1.89M. The position accounts for 1.02% of the portfolio, ranked #27.

Tranquilli Financial Advisor first reported a position in MSFT in Q1 2021 and has held it in 22 quarters since. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Tranquilli Financial Advisor held 5,057 shares of Microsoft worth $1.89M as of Q2 2026.
  • Tranquilli Financial Advisor bought 661 Microsoft shares in Q2 2026, an estimated $267K.
  • Microsoft made up 1.02% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #27 holding.
  • Tranquilli Financial Advisor first reported a position in Microsoft in Q1 2021 and has held it in 22 quarters since.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.