Wealthspire Advisors (New York)’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $128M | Buy |
342,187
+104,523
| +44% | +$42.3M | 0.7% | 25 |
|
|
2026
Q1 | $88M | Sell |
237,664
-45,617
| -16% | -$19.1M | 0.69% | 27 |
|
|
2025
Q4 | $137M | Buy |
283,281
+67,789
| +31% | +$34M | 1.09% | 20 |
|
|
2025
Q3 | $112M | Sell |
215,492
-228,882
| -52% | -$117M | 0.58% | 24 |
|
|
2025
Q2 | $221M | Sell |
444,374
-3,514
| -0.8% | -$1.53M | 1.24% | 18 |
|
|
2025
Q1 | $168M | Buy |
447,888
+216,032
| +93% | +$88.1M | 1% | 19 |
|
|
2024
Q4 | $97.7M | Buy |
231,856
+9,371
| +4% | +$3.99M | 0.97% | 21 |
|
|
2024
Q3 | $95.7M | Buy |
222,485
+61,624
| +38% | +$26.3M | 0.97% | 21 |
|
|
2024
Q2 | $71.9M | Buy |
160,861
+15,290
| +11% | +$6.46M | 0.92% | 21 |
|
|
2024
Q1 | $61.2M | Sell |
145,571
-6,038
| -4% | -$2.44M | 0.82% | 24 |
|
|
2023
Q4 | $57M | Buy |
151,609
+10,646
| +8% | +$3.79M | 0.81% | 26 |
|
|
2023
Q3 | $44.5M | Buy |
140,963
+28,153
| +25% | +$9.3M | 0.74% | 27 |
|
|
2023
Q2 | $38.4M | Buy |
112,810
+5,402
| +5% | +$1.69M | 0.63% | 30 |
|
|
2023
Q1 | $31M | Sell |
107,408
-12,438
| -10% | -$3.17M | 0.53% | 35 |
|
|
2022
Q4 | $28.7M | Buy |
119,846
+29,551
| +33% | +$7.09M | 0.52% | 33 |
|
|
2022
Q3 | $21M | Buy |
90,295
+4,294
| +5% | +$1.13M | 0.44% | 39 |
|
|
2022
Q2 | $22.1M | Buy |
86,001
+26,739
| +45% | +$7.26M | 0.46% | 38 |
|
|
2022
Q1 | $18.3M | Sell |
59,262
-31,428
| -35% | -$9.46M | 0.41% | 36 |
|
|
2021
Q4 | $30.5M | Sell |
90,690
-5,103
| -5% | -$1.65M | 0.67% | 23 |
|
|
2021
Q3 | $27M | Buy |
95,793
+33,380
| +53% | +$9.71M | 0.56% | 31 |
|
|
2021
Q2 | $16.9M | Sell |
62,413
-111,655
| -64% | -$28.4M | 0.44% | 31 |
|
|
2021
Q1 | $41M | Buy |
174,068
+23,467
| +16% | +$5.44M | 0.97% | 19 |
|
|
2020
Q4 | $33.5M | Buy |
150,601
+72,929
| +94% | +$15.7M | 1% | 18 |
|
|
2020
Q3 | $16.3M | Buy |
77,672
+7,068
| +10% | +$1.48M | 0.97% | 16 |
|
|
2020
Q2 | $14.4M | Sell |
70,604
-118,316
| -63% | -$21.5M | 1% | 17 |
|
|
2020
Q1 | $29.8M | Buy |
188,920
+150,546
| +392% | +$24.8M | 1.25% | 17 |
|
|
2019
Q4 | $6.05M | Buy |
38,374
+6,747
| +21% | +$991K | 0.44% | 21 |
|
|
2019
Q3 | $4.4M | Buy |
31,627
+18,979
| +150% | +$2.61M | 0.36% | 23 |
|
|
2019
Q2 | $1.69M | Buy |
+12,648
| New | +$1.61M | 0.15% | 28 |
|
|
2019
Q1 | – | Sell |
-9,340
| Closed | -$949K | – | 520 |
|
|
2018
Q4 | $949K | Buy |
+9,340
| New | +$1M | 0.09% | 29 |
|
Other funds holding MSFT
Wealthspire Advisors (New York)'s MSFT Position: Q2 2026 in Review
Wealthspire Advisors (New York) increased its Microsoft (MSFT) stake by 44% in Q2 2026, buying an estimated $42.3M and bringing the position to 342,187 shares worth $128M. The position accounts for 0.7% of the portfolio, ranked #25.
Wealthspire Advisors (New York) first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $221M in Q2 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Wealthspire Advisors (New York) held 342,187 shares of Microsoft worth $128M as of Q2 2026.
- Wealthspire Advisors (New York) bought 104,523 Microsoft shares in Q2 2026, an estimated $42.3M.
- Microsoft made up 0.7% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #25 holding.
- Wealthspire Advisors (New York) first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
- Wealthspire Advisors (New York)'s Microsoft position peaked at $221M in Q2 2025.
- 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.