Turtle Creek Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Turtle Creek Wealth Advisors's MSFT Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $5.45M and bringing the position to 119,704 shares worth $44.6M. The position accounts for 2.36% of the portfolio, ranked #8.
Turtle Creek Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $46.5M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Turtle Creek Wealth Advisors held 119,704 shares of Microsoft worth $44.6M as of Q2 2026.
- Turtle Creek Wealth Advisors bought 13,478 Microsoft shares in Q2 2026, an estimated $5.45M.
- Microsoft made up 2.36% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #8 holding.
- Turtle Creek Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
- Turtle Creek Wealth Advisors's Microsoft position peaked at $46.5M in Q4 2025.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.