Waystone 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
$9.84M Buy
26,392
+185
+0.7% +$74.9K 7.34% 2
2026
Q1
$9.7M Sell
26,207
-1,294
-5% -$541K 8.67% 1
2025
Q4
$13.3M Buy
+27,501
New +$13.8M 11.41% 1

Other funds holding MSFT

Waystone Advisors's MSFT Position: Q2 2026 in Review

Waystone Advisors increased its Microsoft (MSFT) stake by 0.71% in Q2 2026, buying an estimated $74.9K and bringing the position to 26,392 shares worth $9.84M. The position accounts for 7.34% of the portfolio, ranked #2.

Waystone Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.3M in Q4 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Waystone Advisors held 26,392 shares of Microsoft worth $9.84M as of Q2 2026.
  • Waystone Advisors bought 185 Microsoft shares in Q2 2026, an estimated $74.9K.
  • Microsoft made up 7.34% of Waystone Advisors's portfolio in Q2 2026, its #2 holding.
  • Waystone Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Waystone Advisors's Microsoft position peaked at $13.3M in Q4 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.