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White Knight Strategic Wealth Advisors’s Microsoft MSFT Stock Holding History

White Knight Strategic Wealth 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 		$3.33M Buy
8,928
+804
+10% +$325K 2.33% 10
2026
Q1 		$3.01M Sell
8,124
-601
-7% -$251K 2.53% 10
2025
Q4 		$4.22M Buy
8,725
+596
+7% +$299K 3.09% 10
2025
Q3 		$4.21M Sell
8,129
-184
-2% -$93.9K 3.32% 8
2025
Q2 		$4.14M Sell
8,313
-86
-1% -$37.3K 3.52% 7
2025
Q1 		$3.15M Sell
8,399
-7,963
-49% -$3.25M 2.9% 8
2024
Q4 		$6.9M Buy
16,362
+8,196
+100% +$3.49M 2.88% 8
2024
Q3 		$3.51M Buy
8,166
+7
+0.1% +$2.99K 3.19% 8
2024
Q2 		$3.65M Sell
8,159
-92
-1% -$38.9K 3.64% 6
2024
Q1 		$3.47M Sell
8,251
-240
-3% -$97.2K 3.61% 6
2023
Q4 		$3.19M Sell
8,491
-119
-1% -$42.4K 3.67% 6
2023
Q3 		$2.72M Sell
8,610
-314
-4% -$104K 3.59% 7
2023
Q2 		$3.04M Sell
8,924
-995
-10% -$312K 3.56% 7
2023
Q1 		$2.86M Buy
9,919
+535
+6% +$136K 3.59% 6
2022
Q4 		$2.25M Buy
9,384
+263
+3% +$63.1K 3.09% 6
2022
Q3 		$2.12M Buy
9,121
+221
+2% +$58.4K 3.04% 8
2022
Q2 		$2.29M Buy
8,900
+155
+2% +$42.1K 3.16% 7
2022
Q1 		$2.7M Buy
8,745
+371
+4% +$112K 2.92% 8
2021
Q4 		$2.82M Buy
+8,374
New +$2.71M 2.94% 8

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

White Knight Strategic Wealth Advisors's MSFT Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors increased its Microsoft (MSFT) stake by 9.9% in Q2 2026, buying an estimated $325K and bringing the position to 8,928 shares worth $3.33M. The position accounts for 2.33% of the portfolio, ranked #10.

White Knight Strategic Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.9M in Q4 2024. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • White Knight Strategic Wealth Advisors held 8,928 shares of Microsoft worth $3.33M as of Q2 2026.
  • White Knight Strategic Wealth Advisors bought 804 Microsoft shares in Q2 2026, an estimated $325K.
  • Microsoft made up 2.33% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • White Knight Strategic Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • White Knight Strategic Wealth Advisors's Microsoft position peaked at $6.9M in Q4 2024.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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