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1620 Investment Advisors’s Microsoft MSFT Stock Holding History

1620 Investment 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 		$1.66M Buy
4,447
+268
+6% +$108K 1.03% 19
2026
Q1 		$1.55M Buy
4,179
+19
+0.5% +$7.95K 1.05% 20
2025
Q4 		$2.01M Sell
4,160
-74
-2% -$37.1K 1.34% 16
2025
Q3 		$2.19M Sell
4,234
-63
-1% -$32.1K 1.49% 12
2025
Q2 		$2.14M Buy
4,297
+70
+2% +$30.4K 1.52% 10
2025
Q1 		$1.59M Sell
4,227
-675
-14% -$275K 1.21% 16
2024
Q4 		$2.07M Buy
4,902
+93
+2% +$39.6K 1.57% 11
2024
Q3 		$2.07M Sell
4,809
-724
-13% -$309K 1.49% 12
2024
Q2 		$2.47M Buy
5,533
+11
+0.2% +$4.65K 1.89% 7
2024
Q1 		$2.32M Buy
5,522
+183
+3% +$74.1K 2.33% 6
2023
Q4 		$2.01M Buy
5,339
+204
+4% +$72.6K 2.19% 7
2023
Q3 		$1.62M Buy
5,135
+825
+19% +$273K 1.84% 11
2023
Q2 		$1.47M Buy
4,310
+19
+0.4% +$5.96K 1.59% 15
2023
Q1 		$1.24M Buy
4,291
+27
+0.6% +$6.89K 1.49% 16
2022
Q4 		$1.02M Sell
4,264
-33
-0.8% -$7.92K 1.24% 20
2022
Q3 		$1M Buy
4,297
+40
+0.9% +$10.6K 1.48% 16
2022
Q2 		$1.09M Sell
4,257
-2,692
-39% -$731K 1.51% 13
2022
Q1 		$2.34M Hold
6,949
– – 2.54% 4
2021
Q4 		$2.34M Buy
+6,949
New +$2.25M 2.62% 4

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

1620 Investment Advisors's MSFT Position: Q2 2026 in Review

1620 Investment Advisors increased its Microsoft (MSFT) stake by 6.4% in Q2 2026, buying an estimated $108K and bringing the position to 4,447 shares worth $1.66M. The position accounts for 1.03% of the portfolio, ranked #19.

1620 Investment Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.47M in Q2 2024. 2,478 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • 1620 Investment Advisors held 4,447 shares of Microsoft worth $1.66M as of Q2 2026.
  • 1620 Investment Advisors bought 268 Microsoft shares in Q2 2026, an estimated $108K.
  • Microsoft made up 1.03% of 1620 Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • 1620 Investment Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • 1620 Investment Advisors's Microsoft position peaked at $2.47M in Q2 2024.
  • 2,478 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.