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Wealth Advisors of Iowa’s Microsoft MSFT Stock Holding History

Wealth Advisors of Iowa’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 		$2M Buy
5,360
+277
+5% +$112K 0.54% 31
2026
Q1 		$1.88M Sell
5,083
-519
-9% -$217K 0.58% 28
2025
Q4 		$2.71M Buy
5,602
+672
+14% +$337K 0.89% 18
2025
Q3 		$2.55M Buy
4,930
+219
+5% +$112K 0.87% 18
2025
Q2 		$2.34M Sell
4,711
-18
-0.4% -$7.82K 0.88% 18
2025
Q1 		$1.78M Sell
4,729
-50
-1% -$20.4K 0.76% 24
2024
Q4 		$2.01M Sell
4,779
-53
-1% -$22.6K 1.02% 15
2024
Q3 		$2.08M Sell
4,832
-99
-2% -$42.3K 1.06% 13
2024
Q2 		$2.2M Sell
4,931
-44
-0.9% -$18.6K 1.23% 9
2024
Q1 		$2.09M Buy
4,975
+9
+0.2% +$3.64K 1.27% 13
2023
Q4 		$1.87M Sell
4,966
-155
-3% -$55.2K 1.25% 13
2023
Q3 		$1.62M Sell
5,121
-96
-2% -$31.7K 1.14% 12
2023
Q2 		$1.78M Buy
5,217
+163
+3% +$51.1K 1.28% 10
2023
Q1 		$1.46M Sell
5,054
-384
-7% -$98K 1.14% 12
2022
Q4 		$1.3M Buy
5,438
+701
+15% +$168K 1.07% 12
2022
Q3 		$1.1M Buy
4,737
+96
+2% +$25.3K 1.03% 10
2022
Q2 		$1.19M Buy
4,641
+1,583
+52% +$430K 0.65% 12
2022
Q1 		$943K Sell
3,058
-500
-14% -$150K 0.47% 22
2021
Q4 		$1.2M Buy
3,558
+500
+16% +$162K 0.65% 15
2021
Q3 		$862K Hold
3,058
– – 0.47% 19
2021
Q2 		$829K Hold
3,058
– – 0.43% 22
2021
Q1 		$721K Hold
3,058
– – 0.4% 21
2020
Q4 		$680K Buy
3,058
+375
+14% +$80.6K 0.42% 22
2020
Q3 		$564K Sell
2,683
-627
-19% -$132K 0.39% 17
2020
Q2 		$674K Hold
3,310
– – 0.51% 13
2020
Q1 		$522K Buy
+3,310
New +$544K 0.41% 11

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

Wealth Advisors of Iowa's MSFT Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its Microsoft (MSFT) stake by 5.4% in Q2 2026, buying an estimated $112K and bringing the position to 5,360 shares worth $2M. The position accounts for 0.54% of the portfolio, ranked #31.

Wealth Advisors of Iowa first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.71M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wealth Advisors of Iowa held 5,360 shares of Microsoft worth $2M as of Q2 2026.
  • Wealth Advisors of Iowa bought 277 Microsoft shares in Q2 2026, an estimated $112K.
  • Microsoft made up 0.54% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #31 holding.
  • Wealth Advisors of Iowa first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • Wealth Advisors of Iowa's Microsoft position peaked at $2.71M in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.