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TrustWell Financial Advisors’s Microsoft MSFT Stock Holding History

TrustWell 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 		$400K Hold
1,073
– – 0.34% 50
2026
Q1 		$397K Sell
1,073
-20
-2% -$8.37K 0.37% 50
2025
Q4 		$529K Buy
+1,093
New +$548K 0.51% 31

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

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

TrustWell Financial Advisors held its Microsoft (MSFT) position steady in Q2 2026 at 1,073 shares worth $400K. The position accounts for 0.34% of the portfolio, ranked #50.

TrustWell Financial Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $529K in Q4 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • TrustWell Financial Advisors held 1,073 shares of Microsoft worth $400K as of Q2 2026.
  • TrustWell Financial Advisors left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 0.34% of TrustWell Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • TrustWell Financial Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • TrustWell Financial Advisors's Microsoft position peaked at $529K in Q4 2025.
  • 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.