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Wealthstar Advisors’s Microsoft MSFT Stock Holding History

Wealthstar 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 		$627K Buy
1,681
+63
+4% +$25.5K 0.18% 76
2026
Q1 		$599K Sell
1,618
-212
-12% -$88.7K 0.28% 74
2025
Q4 		$885K Sell
1,830
-527
-22% -$264K 0.39% 50
2025
Q3 		$1.22M Buy
2,357
+12
+0.5% +$6.12K 0.48% 49
2025
Q2 		$1.17M Sell
2,345
-4
-0.2% -$1.74K 0.44% 46
2025
Q1 		$882K Buy
2,349
+44
+2% +$17.9K 0.4% 56
2024
Q4 		$972K Buy
+2,305
New +$982K 0.42% 48
2024
Q2 		$259K Sell
580
-2,210
-79% -$933K 0.21% 28
2024
Q1 		$1.17M Buy
2,790
+17
+0.6% +$6.88K 0.41% 37
2023
Q4 		$1.04M Sell
2,773
-77
-3% -$27.4K 0.17% 39
2023
Q3 		$900K Buy
2,850
+60
+2% +$19.8K 0.35% 32
2023
Q2 		$950K Sell
2,790
-4
-0.1% -$1.25K 0.4% 31
2023
Q1 		$805K Buy
2,794
+4
+0.1% +$1.02K 0.31% 36
2022
Q4 		$669K Sell
2,790
-89
-3% -$21.4K 0.3% 37
2022
Q3 		$668K Buy
2,879
+50
+2% +$13.2K 0.32% 36
2022
Q2 		$727K Buy
2,829
+171
+6% +$46.4K 0.28% 47
2022
Q1 		$820K Sell
2,658
-447
-14% -$134K 0.3% 44
2021
Q4 		$1.04M Sell
3,105
-147
-5% -$47.7K 0.36% 37
2021
Q3 		$918K Sell
3,252
-84
-3% -$24.4K 0.28% 41
2021
Q2 		$905K Buy
+3,336
New +$848K 0.28% 43
2020
Q1 		$215K Buy
1,364
+2
+0.1% +$329 0.15% 48
2019
Q4 		$215K Sell
1,362
-142
-9% -$20.9K 0.13% 60
2019
Q3 		$208K Buy
+1,504
New +$207K 0.12% 60

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

Wealthstar Advisors's MSFT Position: Q2 2026 in Review

Wealthstar Advisors increased its Microsoft (MSFT) stake by 3.9% in Q2 2026, buying an estimated $25.5K and bringing the position to 1,681 shares worth $627K. The position accounts for 0.18% of the portfolio, ranked #76.

Wealthstar Advisors first reported a position in MSFT in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.22M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Wealthstar Advisors held 1,681 shares of Microsoft worth $627K as of Q2 2026.
  • Wealthstar Advisors bought 63 Microsoft shares in Q2 2026, an estimated $25.5K.
  • Microsoft made up 0.18% of Wealthstar Advisors's portfolio in Q2 2026, its #76 holding.
  • Wealthstar Advisors first reported a position in Microsoft in Q3 2019 and has held it in 23 quarters since.
  • Wealthstar Advisors's Microsoft position peaked at $1.22M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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