Zinnia Wealth Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Zinnia Wealth Advisory's MSFT Position: Q2 2026 in Review
Zinnia Wealth Advisory reduced its Microsoft (MSFT) stake by 1.2% in Q2 2026, selling an estimated $23.1K and leaving 4,737 shares worth $1.77M. The position accounts for 1.8% of the portfolio, ranked #15.
Zinnia Wealth Advisory first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.34M in Q4 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Zinnia Wealth Advisory held 4,737 shares of Microsoft worth $1.77M as of Q2 2026.
- Zinnia Wealth Advisory sold 57 Microsoft shares in Q2 2026, an estimated $23.1K.
- Microsoft made up 1.8% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #15 holding.
- Zinnia Wealth Advisory first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
- Zinnia Wealth Advisory's Microsoft position peaked at $2.34M in Q4 2025.
- 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.