Advisory Resource Group’s Microsoft MSFT Stock Holding History

Advisory Resource Group’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
2026 Q2	$3.23M	Buy	8,667 +4,014	+86%	+$1.62M	0.49%	54
2026 Q1	$1.72M	Sell	4,653 -3,227	-41%	-$1.35M	0.3%	71
2025 Q4	$3.81M	Buy	7,880 +344	+5%	+$172K	0.67%	44
2025 Q3	$3.9M	Sell	7,536 -21	-0.3%	-$10.7K	0.7%	43
2025 Q2	$3.76M	Sell	7,557 -58	-0.8%	-$25.2K	0.72%	41
2025 Q1	$2.86M	Buy	7,615 +208	+3%	+$84.8K	0.58%	49
2024 Q4	$3.12M	Buy	7,407 +266	+4%	+$113K	0.66%	43
2024 Q3	$3.07M	Sell	7,141 -66	-0.9%	-$28.2K	0.66%	45
2024 Q2	$3.22M	Sell	7,207 -81	-1%	-$34.2K	0.73%	41
2024 Q1	$3.07M	Buy	7,288 +77	+1%	+$31.2K	0.7%	42
2023 Q4	$2.71M	Sell	7,211 -217	-3%	-$77.2K	0.68%	42
2023 Q3	$2.35M	Sell	7,428 -433	-6%	-$143K	0.63%	43
2023 Q2	$2.68M	Sell	7,861 -172	-2%	-$53.9K	0.73%	40
2023 Q1	$2.32M	Buy	8,033 +180	+2%	+$45.9K	0.65%	40
2022 Q4	$1.88M	Buy	7,853 +213	+3%	+$51.1K	0.56%	44
2022 Q3	$1.78M	Buy	7,640 +306	+4%	+$80.8K	0.59%	47
2022 Q2	$1.88M	Buy	7,334 +395	+6%	+$107K	0.62%	49
2022 Q1	$2.14M	Buy	6,939 +348	+5%	+$105K	0.67%	43
2021 Q4	$2.05M	Buy	6,591 +1,276	+24%	+$414K	0.68%	46
2021 Q3	$1.5M	Sell	5,315 -804	-13%	-$234K	0.55%	43
2021 Q2	$1.66M	Buy	6,119 +1,118	+22%	+$284K	0.66%	40
2021 Q1	$1.18M	Hold	5,001	–	–	0.55%	38
2020 Q4	$1.11M	Buy	5,001 +6	+0.1%	+$1.29K	0.55%	41
2020 Q3	$1.05M	Sell	4,995 -1,930	-28%	-$405K	0.62%	41
2020 Q2	$1.41M	Buy	6,925 +2,054	+42%	+$373K	0.87%	25
2020 Q1	$768K	Buy	4,871 +98	+2%	+$16.1K	0.59%	40
2019 Q4	$753K	Sell	4,773 -4	-0.1%	-$588	0.42%	42
2019 Q3	$664K	Sell	4,777 -21	-0.4%	-$2.89K	0.36%	44
2019 Q2	$643K	Hold	4,798	–	–	0.35%	39
2019 Q1	$615K	Sell	4,798 -4,688	-49%	-$511K	0.34%	39
2018 Q4	$964K	Buy	+9,486	New	+$1.02M	0.59%	25

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Advisory Resource Group's MSFT Position: Q2 2026 in Review

Advisory Resource Group increased its Microsoft (MSFT) stake by 86% in Q2 2026, buying an estimated $1.62M and bringing the position to 8,667 shares worth $3.23M. The position accounts for 0.49% of the portfolio, ranked #54.

Advisory Resource Group first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.9M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Advisory Resource Group held 8,667 shares of Microsoft worth $3.23M as of Q2 2026.
Advisory Resource Group bought 4,014 Microsoft shares in Q2 2026, an estimated $1.62M.
Microsoft made up 0.49% of Advisory Resource Group's portfolio in Q2 2026, its #54 holding.
Advisory Resource Group first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
Advisory Resource Group's Microsoft position peaked at $3.9M in Q3 2025.
2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.