TRUE Private 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 | $12.3M | Buy |
32,876
+1,184
| +4% | +$479K | 1.06% | 25 |
|
|
2026
Q1 | $11.7M | Sell |
31,692
-518
| -2% | -$217K | 1.12% | 23 |
|
|
2025
Q4 | $15.6M | Sell |
32,210
-220
| -0.7% | -$110K | 1.56% | 19 |
|
|
2025
Q3 | $16.8M | Sell |
32,430
-311
| -0.9% | -$159K | 1.71% | 17 |
|
|
2025
Q2 | $16.3M | Sell |
32,741
-1,686
| -5% | -$732K | 1.83% | 16 |
|
|
2025
Q1 | $12.9M | Sell |
34,427
-297
| -0.9% | -$121K | 1.57% | 18 |
|
|
2024
Q4 | $14.6M | Sell |
34,724
-721
| -2% | -$307K | 1.78% | 12 |
|
|
2024
Q3 | $15.3M | Sell |
35,445
-8,090
| -19% | -$3.46M | 1.82% | 12 |
|
|
2024
Q2 | $19.5M | Sell |
43,535
-207
| -0.5% | -$87.4K | 2.2% | 12 |
|
|
2024
Q1 | $18.4M | Sell |
43,742
-5,696
| -12% | -$2.31M | 2.11% | 12 |
|
|
2023
Q4 | $18.6M | Sell |
49,438
-593
| -1% | -$211K | 2.35% | 11 |
|
|
2023
Q3 | $15.8M | Buy |
50,031
+597
| +1% | +$197K | 2.19% | 13 |
|
|
2023
Q2 | $16.8M | Sell |
49,434
-3,939
| -7% | -$1.23M | 2.49% | 11 |
|
|
2023
Q1 | $15.4M | Sell |
53,373
-631
| -1% | -$161K | 2.28% | 13 |
|
|
2022
Q4 | $13M | Buy |
54,004
+876
| +2% | +$210K | 1.99% | 10 |
|
|
2022
Q3 | $12.4M | Buy |
53,128
+546
| +1% | +$144K | 1.87% | 9 |
|
|
2022
Q2 | $13.5M | Buy |
52,582
+524
| +1% | +$142K | 1.96% | 11 |
|
|
2022
Q1 | $15.1M | Buy |
52,058
+993
| +2% | +$299K | 2.12% | 9 |
|
|
2021
Q4 | $17.2M | Buy |
51,065
+823
| +2% | +$267K | 2.44% | 13 |
|
|
2021
Q3 | $14.2M | Sell |
50,242
-2,963
| -6% | -$862K | 2.06% | 14 |
|
|
2021
Q2 | $14.4M | Sell |
53,205
-170
| -0.3% | -$43.2K | 2.14% | 13 |
|
|
2021
Q1 | $12.6M | Buy |
53,375
+4,536
| +9% | +$1.05M | 2.03% | 12 |
|
|
2020
Q4 | $10.9M | Buy |
48,839
+279
| +0.6% | +$60K | 1.82% | 12 |
|
|
2020
Q3 | $10.2M | Buy |
48,560
+5,173
| +12% | +$1.09M | 1.74% | 14 |
|
|
2020
Q2 | $8.83M | Buy |
43,387
+801
| +2% | +$145K | 1.62% | 13 |
|
|
2020
Q1 | $6.72M | Buy |
42,586
+10,250
| +32% | +$1.69M | 1.43% | 16 |
|
|
2019
Q4 | $5.1M | Buy |
32,336
+6,845
| +27% | +$1.01M | 0.78% | 17 |
|
|
2019
Q3 | $3.54M | Buy |
25,491
+714
| +3% | +$98.2K | 0.61% | 25 |
|
|
2019
Q2 | $3.32M | Buy |
24,777
+147
| +0.6% | +$18.7K | 0.57% | 27 |
|
|
2019
Q1 | $2.9M | Sell |
24,630
-26,080
| -51% | -$2.85M | 0.55% | 28 |
|
|
2018
Q4 | $5.15M | Buy |
50,710
+8,672
| +21% | +$929K | 0.91% | 18 |
|
|
2018
Q3 | $4.81M | Sell |
42,038
-5
| -0% | -$542 | 0.68% | 32 |
|
|
2018
Q2 | $4.14M | Buy |
42,043
+1,586
| +4% | +$154K | 0.65% | 35 |
|
|
2018
Q1 | $3.69M | Buy |
40,457
+1,015
| +3% | +$92.8K | 0.63% | 34 |
|
|
2017
Q4 | $3.37M | Buy |
39,442
+15,376
| +64% | +$1.26M | 0.58% | 37 |
|
|
2017
Q3 | $1.79M | Buy |
24,066
+299
| +1% | +$21.8K | 0.4% | 41 |
|
|
2017
Q2 | $1.64M | Buy |
23,767
+2,671
| +13% | +$183K | 0.38% | 40 |
|
|
2017
Q1 | $1.39M | Sell |
21,096
-989
| -4% | -$63.4K | 0.32% | 45 |
|
|
2016
Q4 | $1.4M | Buy |
22,085
+5,035
| +30% | +$303K | 0.34% | 44 |
|
|
2016
Q3 | $970K | Sell |
17,050
-777
| -4% | -$43.9K | 0.31% | 46 |
|
|
2016
Q2 | $912K | Buy |
17,827
+859
| +5% | +$44.6K | 0.31% | 46 |
|
|
2016
Q1 | $937K | Buy |
16,968
+5,376
| +46% | +$282K | 0.36% | 39 |
|
|
2015
Q4 | $643K | Buy |
+11,592
| New | +$610K | 0.28% | 50 |
|
Other funds holding MSFT
TRUE Private Wealth Advisors's MSFT Position: Q2 2026 in Review
TRUE Private Wealth Advisors increased its Microsoft (MSFT) stake by 3.7% in Q2 2026, buying an estimated $479K and bringing the position to 32,876 shares worth $12.3M. The position accounts for 1.06% of the portfolio, ranked #25.
TRUE Private Wealth Advisors first reported a position in MSFT in Q4 2015 and has held it in 43 quarters since. The position peaked at $19.5M in Q2 2024. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- TRUE Private Wealth Advisors held 32,876 shares of Microsoft worth $12.3M as of Q2 2026.
- TRUE Private Wealth Advisors bought 1,184 Microsoft shares in Q2 2026, an estimated $479K.
- Microsoft made up 1.06% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #25 holding.
- TRUE Private Wealth Advisors first reported a position in Microsoft in Q4 2015 and has held it in 43 quarters since.
- TRUE Private Wealth Advisors's Microsoft position peaked at $19.5M in Q2 2024.
- 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.