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Advocacy Wealth Management Services’s Microsoft MSFT Stock Holding History

Advocacy Wealth Management Services’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 		$19.1M Buy
51,331
+332
+0.7% +$134K 0.7% 32
2026
Q1 		$18.9M Buy
50,999
+5,441
+12% +$2.28M 0.83% 29
2025
Q4 		$22M Buy
45,558
+4,328
+10% +$2.17M 0.92% 30
2025
Q3 		$21.4M Buy
41,230
+40,817
+9,883% +$20.8M 0.93% 29
2025
Q2 		$205K Buy
+413
New +$179K 0.01% 62
2022
Q4 		– Sell
-51
Closed -$13K – 98
2022
Q3 		$13K Hold
51
– – ﹤0.01% 93
2022
Q2 		$13K Hold
51
– – ﹤0.01% 94
2022
Q1 		$16K Hold
51
– – ﹤0.01% 96
2021
Q4 		$17K Hold
51
– – ﹤0.01% 103
2021
Q3 		$14K Hold
51
– – ﹤0.01% 110
2021
Q2 		$14K Buy
51
+20
+65% +$5.08K ﹤0.01% 124
2021
Q1 		$8K Buy
31
+5
+19% +$1.16K ﹤0.01% 124
2020
Q4 		$6K Buy
+26
New +$5.59K ﹤0.01% 128
2018
Q1 		– Sell
-160
Closed -$14K – 215
2017
Q4 		$14K Hold
160
– – 0.01% 135
2017
Q3 		$12K Hold
160
– – ﹤0.01% 175
2017
Q2 		$11K Sell
160
-182
-53% -$12.5K ﹤0.01% 184
2017
Q1 		$23K Sell
342
-152
-31% -$9.74K 0.01% 138
2016
Q4 		$31K Sell
494
-90
-15% -$5.41K 0.01% 107
2016
Q3 		$34K Sell
584
-144
-20% -$8.13K 0.01% 146
2016
Q2 		$37K Buy
728
+53
+8% +$2.75K 0.02% 175
2016
Q1 		$37K Sell
675
-216
-24% -$11.3K 0.03% 212
2015
Q4 		$49K Buy
+891
New +$46.9K 0.06% 168
2013
Q3 		$24K Buy
651
+405
+165% +$13.3K 0.07% 171
2013
Q2 		$8K Buy
+246
New +$8.06K 0.03% 187

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Advocacy Wealth Management Services's MSFT Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Microsoft (MSFT) stake by 0.65% in Q2 2026, buying an estimated $134K and bringing the position to 51,331 shares worth $19.1M. The position accounts for 0.7% of the portfolio, ranked #32.

Advocacy Wealth Management Services first reported a position in MSFT in Q2 2013 and has held it in 24 quarters since. The position peaked at $22M in Q4 2025. 2,674 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Advocacy Wealth Management Services held 51,331 shares of Microsoft worth $19.1M as of Q2 2026.
  • Advocacy Wealth Management Services bought 332 Microsoft shares in Q2 2026, an estimated $134K.
  • Microsoft made up 0.7% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #32 holding.
  • Advocacy Wealth Management Services first reported a position in Microsoft in Q2 2013 and has held it in 24 quarters since.
  • Advocacy Wealth Management Services's Microsoft position peaked at $22M in Q4 2025.
  • 2,674 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.