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AA Financial Advisors’s Microsoft MSFT Stock Holding History

AA Financial 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 		$6.57M Buy
17,610
+817
+5% +$331K 0.79% 41
2026
Q1 		$6.22M Buy
16,793
+1,022
+6% +$428K 0.88% 37
2025
Q4 		$7.63M Buy
15,771
+714
+5% +$358K 1.41% 24
2025
Q3 		$7.8M Sell
15,057
-76
-0.5% -$38.8K 1.53% 25
2025
Q2 		$7.53M Buy
15,133
+549
+4% +$238K 1.62% 24
2025
Q1 		$5.47M Sell
14,584
-17
-0.1% -$6.93K 1.34% 27
2024
Q4 		$6.15M Buy
14,601
+55
+0.4% +$23.4K 1.64% 23
2024
Q3 		$6.26M Buy
14,546
+473
+3% +$202K 1.81% 20
2024
Q2 		$6.29M Buy
14,073
+1,161
+9% +$490K 2.22% 11
2024
Q1 		$5.43M Buy
12,912
+11,468
+794% +$4.64M 2.19% 12
2023
Q4 		$543K Buy
+1,444
New +$514K 0.36% 42

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
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
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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

AA Financial Advisors's MSFT Position: Q2 2026 in Review

AA Financial Advisors increased its Microsoft (MSFT) stake by 4.9% in Q2 2026, buying an estimated $331K and bringing the position to 17,610 shares worth $6.57M. The position accounts for 0.79% of the portfolio, ranked #41.

AA Financial Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.8M in Q3 2025. 1,721 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • AA Financial Advisors held 17,610 shares of Microsoft worth $6.57M as of Q2 2026.
  • AA Financial Advisors bought 817 Microsoft shares in Q2 2026, an estimated $331K.
  • Microsoft made up 0.79% of AA Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • AA Financial Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • AA Financial Advisors's Microsoft position peaked at $7.8M in Q3 2025.
  • 1,721 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.