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Windsor Advisory Group’s Microsoft MSFT Stock Holding History

Windsor Advisory Group’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 		$1.39M Buy
3,728
+1,828
+96% +$740K 1.01% 22
2026
Q1 		$703K Sell
1,900
-291
-13% -$122K 0.59% 27
2025
Q4 		$1.06M Sell
2,191
-3,049
-58% -$1.53M 0.95% 20
2025
Q3 		$2.71M Buy
5,240
+3,118
+147% +$1.59M 2.4% 9
2025
Q2 		$1.06M Buy
2,122
+91
+4% +$39.5K 1.5% 12
2025
Q1 		$762K Sell
2,031
-15
-0.7% -$6.12K 0.99% 16
2024
Q4 		$862K Sell
2,046
-507
-20% -$216K 1% 16
2024
Q3 		$1.1M Sell
2,553
-774
-23% -$331K 1.24% 18
2024
Q2 		$1.49M Buy
3,327
+930
+39% +$393K 2.98% 11
2024
Q1 		$1.01M Buy
2,397
+67
+3% +$27.1K 2.84% 10
2023
Q4 		$876K Sell
2,330
-2,304
-50% -$820K 2.61% 10
2023
Q3 		$1.46M Sell
4,634
-122
-3% -$40.3K 3.48% 10
2023
Q2 		$1.62M Sell
4,756
-59
-1% -$18.5K 4% 9
2023
Q1 		$1.39M Sell
4,815
-181
-4% -$46.2K 3.32% 10
2022
Q4 		$1.2M Buy
+4,996
New +$1.2M 3.18% 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 $3.38T AUM 44.17% 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

Windsor Advisory Group's MSFT Position: Q2 2026 in Review

Windsor Advisory Group increased its Microsoft (MSFT) stake by 96% in Q2 2026, buying an estimated $740K and bringing the position to 3,728 shares worth $1.39M. The position accounts for 1.01% of the portfolio, ranked #22.

Windsor Advisory Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.71M in Q3 2025. 6,256 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Windsor Advisory Group held 3,728 shares of Microsoft worth $1.39M as of Q2 2026.
  • Windsor Advisory Group bought 1,828 Microsoft shares in Q2 2026, an estimated $740K.
  • Microsoft made up 1.01% of Windsor Advisory Group's portfolio in Q2 2026, its #22 holding.
  • Windsor Advisory Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Windsor Advisory Group's Microsoft position peaked at $2.71M in Q3 2025.
  • 6,256 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.