Twin Peaks Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Twin Peaks Wealth Advisors's MSFT Position: Q2 2026 in Review
Twin Peaks Wealth Advisors increased its Microsoft (MSFT) stake by 6.6% in Q2 2026, buying an estimated $385K and bringing the position to 15,468 shares worth $5.77M. The position accounts for 1.31% of the portfolio, ranked #22.
Twin Peaks Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.57M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Twin Peaks Wealth Advisors held 15,468 shares of Microsoft worth $5.77M as of Q2 2026.
- Twin Peaks Wealth Advisors bought 952 Microsoft shares in Q2 2026, an estimated $385K.
- Microsoft made up 1.31% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #22 holding.
- Twin Peaks Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
- Twin Peaks Wealth Advisors's Microsoft position peaked at $6.57M in Q2 2025.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.