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Wealth Preservation Advisors’s Microsoft MSFT Stock Holding History

Wealth Preservation 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 		$10.7M Buy
28,699
+5,946
+26% +$2.41M 6.1% 4
2026
Q1 		$8.42M Sell
22,753
-1,351
-6% -$565K 7% 4
2025
Q4 		$11.7M Sell
24,104
-146
-0.6% -$73.2K 5.87% 5
2025
Q3 		$12.6M Buy
24,250
+40
+0.2% +$20.4K 7.31% 4
2025
Q2 		$12M Sell
24,210
-6
-0% -$2.61K 7.42% 4
2025
Q1 		$9.09M Buy
+24,216
New +$9.87M 6.5% 4

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 Preservation Advisors's MSFT Position: Q2 2026 in Review

Wealth Preservation Advisors increased its Microsoft (MSFT) stake by 26% in Q2 2026, buying an estimated $2.41M and bringing the position to 28,699 shares worth $10.7M. The position accounts for 6.1% of the portfolio, ranked #4.

Wealth Preservation Advisors first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.6M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wealth Preservation Advisors held 28,699 shares of Microsoft worth $10.7M as of Q2 2026.
  • Wealth Preservation Advisors bought 5,946 Microsoft shares in Q2 2026, an estimated $2.41M.
  • Microsoft made up 6.1% of Wealth Preservation Advisors's portfolio in Q2 2026, its #4 holding.
  • Wealth Preservation Advisors first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
  • Wealth Preservation Advisors's Microsoft position peaked at $12.6M in Q3 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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