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WCG Wealth Advisors’s Microsoft MSFT Stock Holding History

WCG Wealth 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 		$52.1M Buy
139,746
+4,766
+4% +$1.93M 1.24% 15
2026
Q1 		$50M Buy
134,980
+10,435
+8% +$4.37M 1.4% 11
2025
Q4 		$60.2M Buy
124,545
+58,365
+88% +$29.2M 1.69% 9
2025
Q3 		$34.3M Sell
66,180
-1,837
-3% -$937K 2.15% 4
2025
Q2 		$33.8M Sell
68,017
-1,478
-2% -$642K 2.19% 4
2025
Q1 		$26.1M Sell
69,495
-5,136
-7% -$2.09M 1.98% 8
2024
Q4 		$31.5M Buy
74,631
+1,060
+1% +$452K 2.08% 6
2024
Q3 		$31.7M Buy
73,571
+1,658
+2% +$709K 2.14% 5
2024
Q2 		$32.1M Buy
71,913
+4,148
+6% +$1.75M 2.38% 4
2024
Q1 		$28.5M Sell
67,765
-25,156
-27% -$10.2M 2.38% 6
2023
Q4 		$34.9M Sell
92,921
-6,224
-6% -$2.22M 2.57% 4
2023
Q3 		$31.9M Buy
99,145
+52,919
+114% +$17.5M 2.34% 7
2023
Q2 		$15.6M Buy
46,226
+3,861
+9% +$1.21M 1.82% 17
2023
Q1 		$12.2M Sell
42,365
-424
-1% -$108K 1.57% 19
2022
Q4 		$10.3M Buy
42,789
+4,715
+12% +$1.13M 1.41% 22
2022
Q3 		$9.65M Sell
38,074
-11
-0% -$2.9K 1.28% 22
2022
Q2 		$9.78M Buy
+38,085
New +$10.3M 1.36% 20

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

WCG Wealth Advisors's MSFT Position: Q2 2026 in Review

WCG Wealth Advisors increased its Microsoft (MSFT) stake by 3.5% in Q2 2026, buying an estimated $1.93M and bringing the position to 139,746 shares worth $52.1M. The position accounts for 1.24% of the portfolio, ranked #15.

WCG Wealth Advisors first reported a position in MSFT in Q2 2022 and has held it in 17 quarters since. The position peaked at $60.2M in Q4 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • WCG Wealth Advisors held 139,746 shares of Microsoft worth $52.1M as of Q2 2026.
  • WCG Wealth Advisors bought 4,766 Microsoft shares in Q2 2026, an estimated $1.93M.
  • Microsoft made up 1.24% of WCG Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • WCG Wealth Advisors first reported a position in Microsoft in Q2 2022 and has held it in 17 quarters since.
  • WCG Wealth Advisors's Microsoft position peaked at $60.2M in Q4 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.