4Wealth Advisors’s Microsoft MSFT Stock Holding History

4Wealth 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	$2.47M	Buy	6,690 +683	+11%	+$276K	1.89%	10
2026 Q1	$2.16M	Buy	6,007 +603	+11%	+$252K	1.84%	10
2025 Q4	$2.61M	Buy	5,404 +663	+14%	+$332K	2.23%	8
2025 Q3	$2.46M	Buy	4,741 +343	+8%	+$175K	2.19%	10
2025 Q2	$2.19M	Sell	4,398 -113	-3%	-$49.1K	2.22%	10
2025 Q1	$1.69M	Buy	4,511 +433	+11%	+$177K	1.85%	12
2024 Q4	$1.72M	Buy	+4,078	New	+$1.74M	1.72%	11

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

4Wealth Advisors's MSFT Position: Q2 2026 in Review

4Wealth Advisors increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $276K and bringing the position to 6,690 shares worth $2.47M. The position accounts for 1.89% of the portfolio, ranked #10.

4Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.61M in Q4 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

4Wealth Advisors held 6,690 shares of Microsoft worth $2.47M as of Q2 2026.
4Wealth Advisors bought 683 Microsoft shares in Q2 2026, an estimated $276K.
Microsoft made up 1.89% of 4Wealth Advisors's portfolio in Q2 2026, its #10 holding.
4Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's Microsoft position peaked at $2.61M in Q4 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.