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
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

Advisornet Financial's MSFT Position: Q3 2026 in Review

Advisornet Financial reduced its Microsoft (MSFT) stake by 0.51% in Q3 2026, selling an estimated $143K and leaving 60,444 shares worth $32.3M. The position accounts for 1.46% of the portfolio, ranked #12.

Advisornet Financial first reported a position in MSFT in Q4 2017 and has held it in 36 quarters since. 1,118 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Advisornet Financial held 60,444 shares of Microsoft worth $32.3M as of Q3 2026.
  • Advisornet Financial sold 309 Microsoft shares in Q3 2026, an estimated $143K.
  • Microsoft made up 1.46% of Advisornet Financial's portfolio in Q3 2026, its #12 holding.
  • Advisornet Financial first reported a position in Microsoft in Q4 2017 and has held it in 36 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.