Advisornet Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.7M | Sell |
60,753
-1,447
| -2% | -$585K | 1.04% | 23 |
|
|
2026
Q1 | $23M | Sell |
62,200
-310
| -0.5% | -$130K | 1.19% | 17 |
|
|
2025
Q4 | $30.2M | Buy |
62,510
+669
| +1% | +$335K | 1.61% | 8 |
|
|
2025
Q3 | $32M | Buy |
61,841
+2,890
| +5% | +$1.47M | 1.81% | 6 |
|
|
2025
Q2 | $29.3M | Sell |
58,951
-762
| -1% | -$331K | 1.89% | 6 |
|
|
2025
Q1 | $22.4M | Buy |
59,713
+89
| +0.1% | +$36.3K | 1.66% | 8 |
|
|
2024
Q4 | $25.1M | Sell |
59,624
-5,930
| -9% | -$2.53M | 2.1% | 4 |
|
|
2024
Q3 | $28.2M | Buy |
65,554
+4,324
| +7% | +$1.85M | 2.11% | 4 |
|
|
2024
Q2 | $27.4M | Sell |
61,230
-147
| -0.2% | -$62.1K | 2.48% | 2 |
|
|
2024
Q1 | $25.8M | Sell |
61,377
-2,773
| -4% | -$1.12M | 2.48% | 3 |
|
|
2023
Q4 | $24.1M | Buy |
64,150
+935
| +1% | +$333K | 2.22% | 3 |
|
|
2023
Q3 | $20M | Sell |
63,215
-7,358
| -10% | -$2.43M | 1.81% | 4 |
|
|
2023
Q2 | $24M | Sell |
70,573
-926
| -1% | -$290K | 2.06% | 3 |
|
|
2023
Q1 | $20.6M | Sell |
71,499
-100
| -0.1% | -$25.5K | 1.89% | 4 |
|
|
2022
Q4 | $17.2M | Sell |
71,599
-8,385
| -10% | -$2.01M | 1.69% | 4 |
|
|
2022
Q3 | $18.6M | Buy |
79,984
+543
| +0.7% | +$143K | 1.86% | 4 |
|
|
2022
Q2 | $20.4M | Buy |
79,441
+766
| +1% | +$208K | 2% | 3 |
|
|
2022
Q1 | $24.3M | Buy |
78,675
+2,081
| +3% | +$626K | 1.52% | 8 |
|
|
2021
Q4 | $25.8M | Buy |
76,594
+599
| +0.8% | +$194K | 1.59% | 6 |
|
|
2021
Q3 | $21.4M | Sell |
75,995
-20,290
| -21% | -$5.9M | 1.49% | 6 |
|
|
2021
Q2 | $26.1M | Sell |
96,285
-16,491
| -15% | -$4.19M | 1.73% | 6 |
|
|
2021
Q1 | $26.6M | Buy |
112,776
+453
| +0.4% | +$105K | 1.89% | 6 |
|
|
2020
Q4 | $25M | Sell |
112,323
-4,106
| -4% | -$883K | 2.02% | 6 |
|
|
2020
Q3 | $24.5M | Buy |
116,429
+1,065
| +0.9% | +$224K | 2.1% | 6 |
|
|
2020
Q2 | $23.5M | Sell |
115,364
-5,827
| -5% | -$1.06M | 1.89% | 7 |
|
|
2020
Q1 | $19.1M | Buy |
121,191
+736
| +0.6% | +$121K | 1.76% | 6 |
|
|
2019
Q4 | $19M | Sell |
120,455
-7,465
| -6% | -$1.1M | 1.61% | 7 |
|
|
2019
Q3 | $17.8M | Buy |
127,920
+28,650
| +29% | +$3.94M | 1.63% | 6 |
|
|
2019
Q2 | $13.3M | Sell |
99,270
-2,595
| -3% | -$329K | 1.47% | 7 |
|
|
2019
Q1 | $12M | Buy |
101,865
+2,503
| +3% | +$273K | 1.47% | 10 |
|
|
2018
Q4 | $10.1M | Buy |
99,362
+2,841
| +3% | +$304K | 1.39% | 10 |
|
|
2018
Q3 | $11M | Buy |
96,521
+832
| +0.9% | +$90.2K | 1.39% | 12 |
|
|
2018
Q2 | $9.44M | Buy |
95,689
+6,565
| +7% | +$636K | 1.28% | 12 |
|
|
2018
Q1 | $8.13M | Buy |
89,124
+3,775
| +4% | +$345K | 1.12% | 12 |
|
|
2017
Q4 | $7.3M | Buy |
+85,349
| New | +$7M | 1.11% | 13 |
|
Other funds holding MSFT
Advisornet Financial's MSFT Position: Q2 2026 in Review
Advisornet Financial reduced its Microsoft (MSFT) stake by 2.3% in Q2 2026, selling an estimated $585K and leaving 60,753 shares worth $22.7M. The position accounts for 1.04% of the portfolio, ranked #23.
Advisornet Financial first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $32M in Q3 2025. 3,615 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Advisornet Financial held 60,753 shares of Microsoft worth $22.7M as of Q2 2026.
- Advisornet Financial sold 1,447 Microsoft shares in Q2 2026, an estimated $585K.
- Microsoft made up 1.04% of Advisornet Financial's portfolio in Q2 2026, its #23 holding.
- Advisornet Financial first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's Microsoft position peaked at $32M in Q3 2025.
- 3,615 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.