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Advisornet Financial’s Microsoft MSFT Stock Holding History

Advisornet Financial’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
2025
Q1 		– Sell
-600
Closed -$253K – 2222
2024
Q4 		$253K Buy
+600
New +$256K 0.02% 455
2022
Q1 		– Sell
-2,400
Closed -$807K – 2122
2021
Q4 		$807K Buy
+2,400
New +$778K 0.05% 309

Other funds holding MSFT

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 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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.