Wealth Advisory Team’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
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Wealth Advisory Team's MSFT Position: Q2 2026 in Review
Wealth Advisory Team opened a new position in Microsoft (MSFT) in Q2 2026: 1,059 shares worth $395K. The stake represents 0.32% of the portfolio and ranks #29 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in MSFT as recently as Q4 2025.
Wealth Advisory Team first reported a position in MSFT in Q2 2025 and has held it in 3 quarters since. The position peaked at $556K in Q2 2025. 4,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Wealth Advisory Team held 1,059 shares of Microsoft worth $395K as of Q2 2026.
- Microsoft was a new Wealth Advisory Team position in Q2 2026.
- Microsoft made up 0.32% of Wealth Advisory Team's portfolio in Q2 2026, its #29 holding.
- Wealth Advisory Team first reported a position in Microsoft in Q2 2025 and has held it in 3 quarters since.
- Wealth Advisory Team's Microsoft position peaked at $556K in Q2 2025.
- 4,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.