Advisory Advocates’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
$1.49M Sell
3,984
-119
-3% -$48.1K 1.27% 15
2026
Q1
$1.52M Buy
4,103
+41
+1% +$17.2K 1.55% 12
2025
Q4
$1.96M Buy
+4,062
New +$2.04M 1.95% 3

Other funds holding MSFT

Advisory Advocates's MSFT Position: Q2 2026 in Review

Advisory Advocates reduced its Microsoft (MSFT) stake by 2.9% in Q2 2026, selling an estimated $48.1K and leaving 3,984 shares worth $1.49M. The position accounts for 1.27% of the portfolio, ranked #15.

Advisory Advocates first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.96M in Q4 2025. 5,957 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Advisory Advocates held 3,984 shares of Microsoft worth $1.49M as of Q2 2026.
  • Advisory Advocates sold 119 Microsoft shares in Q2 2026, an estimated $48.1K.
  • Microsoft made up 1.27% of Advisory Advocates's portfolio in Q2 2026, its #15 holding.
  • Advisory Advocates first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's Microsoft position peaked at $1.96M in Q4 2025.
  • 5,957 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.