Advisortrust Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
Advisortrust Partners's MSFT Position: Q2 2026 in Review
Advisortrust Partners increased its Microsoft (MSFT) stake by 16% in Q2 2026, buying an estimated $350K and bringing the position to 6,256 shares worth $2.33M. The position accounts for 0.8% of the portfolio, ranked #33.
Advisortrust Partners first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.72M in Q4 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Advisortrust Partners held 6,256 shares of Microsoft worth $2.33M as of Q2 2026.
- Advisortrust Partners bought 866 Microsoft shares in Q2 2026, an estimated $350K.
- Microsoft made up 0.8% of Advisortrust Partners's portfolio in Q2 2026, its #33 holding.
- Advisortrust Partners first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
- Advisortrust Partners's Microsoft position peaked at $2.72M in Q4 2025.
- 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.