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Wealth Advisory Solutions’s Microsoft MSFT Stock Holding History

Wealth Advisory Solutions’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 		$8.77M Buy
23,516
+3,994
+20% +$1.62M 1.8% 14
2026
Q1 		$7.23M Buy
19,522
+8,010
+70% +$3.35M 1.61% 14
2025
Q4 		$5.57M Sell
11,512
-158
-1% -$79.2K 1.3% 17
2025
Q3 		$6.04M Buy
11,670
+165
+1% +$84.2K 1.46% 17
2025
Q2 		$5.72M Sell
11,505
-285
-2% -$124K 1.45% 16
2025
Q1 		$4.43M Sell
11,790
-60
-0.5% -$24.5K 1.17% 20
2024
Q4 		$4.99M Buy
11,850
+21
+0.2% +$8.95K 1.4% 18
2024
Q3 		$5.09M Sell
11,829
-550
-4% -$235K 1.4% 22
2024
Q2 		$5.53M Buy
12,379
+35
+0.3% +$14.8K 1.5% 20
2024
Q1 		$5.19M Sell
12,344
-521
-4% -$211K 1.34% 22
2023
Q4 		$4.84M Sell
12,865
-12,566
-49% -$4.47M 1.69% 19
2023
Q3 		$8.81M Sell
25,431
-7,121
-22% -$2.35M 1.72% 16
2023
Q2 		$5.78M Buy
32,552
+17,828
+121% +$5.59M 1.54% 18
2023
Q1 		$4.24M Buy
14,724
+168
+1% +$42.9K 1.13% 25
2022
Q4 		$3.49M Buy
14,556
+535
+4% +$128K 0.94% 30
2022
Q3 		$3.27M Sell
14,021
-293
-2% -$77.4K 0.9% 37
2022
Q2 		$3.68M Sell
14,314
-1,599
-10% -$434K 0.9% 43
2022
Q1 		$4.91M Buy
+15,913
New +$4.79M 1.02% 34
2021
Q3 		$4.44M Buy
15,735
+1,826
+13% +$531K 0.99% 37
2021
Q2 		$3.77M Sell
13,909
-29,872
-68% -$7.59M 0.89% 39
2021
Q1 		$10.1M Buy
43,781
+29,930
+216% +$6.94M 2.11% 11
2020
Q4 		$3.07M Sell
13,851
-656
-5% -$141K 0.83% 42
2020
Q3 		$3.05M Sell
14,507
-1,241
-8% -$261K 0.81% 41
2020
Q2 		$3.21M Sell
15,748
-1,435
-8% -$260K 0.89% 37
2020
Q1 		$2.71M Buy
17,183
+1,069
+7% +$176K 0.92% 37
2019
Q4 		$2.54M Buy
+16,114
New +$2.37M 0.67% 49

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 Advisory Solutions's MSFT Position: Q2 2026 in Review

Wealth Advisory Solutions increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $1.62M and bringing the position to 23,516 shares worth $8.77M. The position accounts for 1.8% of the portfolio, ranked #14.

Wealth Advisory Solutions first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.1M in Q1 2021. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wealth Advisory Solutions held 23,516 shares of Microsoft worth $8.77M as of Q2 2026.
  • Wealth Advisory Solutions bought 3,994 Microsoft shares in Q2 2026, an estimated $1.62M.
  • Microsoft made up 1.8% of Wealth Advisory Solutions's portfolio in Q2 2026, its #14 holding.
  • Wealth Advisory Solutions first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Wealth Advisory Solutions's Microsoft position peaked at $10.1M in Q1 2021.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.