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A4 Wealth Advisors’s Microsoft MSFT Stock Holding History

A4 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 		$606K Sell
1,625
-1,063
-40% -$430K 0.4% 36
2026
Q1 		$995K Sell
2,688
-99
-4% -$41.4K 0.81% 32
2025
Q4 		$1.35M Sell
2,787
-1,820
-40% -$912K 1.17% 20
2025
Q3 		$2.39M Buy
+4,607
New +$2.35M 2.01% 11

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

A4 Wealth Advisors's MSFT Position: Q2 2026 in Review

A4 Wealth Advisors reduced its Microsoft (MSFT) stake by 40% in Q2 2026, selling an estimated $430K and leaving 1,625 shares worth $606K. The position accounts for 0.4% of the portfolio, ranked #36.

A4 Wealth Advisors first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.39M in Q3 2025. 3,856 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • A4 Wealth Advisors held 1,625 shares of Microsoft worth $606K as of Q2 2026.
  • A4 Wealth Advisors sold 1,063 Microsoft shares in Q2 2026, an estimated $430K.
  • Microsoft made up 0.4% of A4 Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • A4 Wealth Advisors first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's Microsoft position peaked at $2.39M in Q3 2025.
  • 3,856 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.