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Advocate Group’s Microsoft MSFT Stock Holding History

Advocate 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 		$8.92M Buy
23,926
+2,205
+10% +$892K 1.34% 31
2026
Q1 		$8.04M Sell
21,721
-182
-0.8% -$76.2K 1.26% 35
2025
Q4 		$10.6M Sell
21,903
-2,788
-11% -$1.4M 1.71% 15
2025
Q3 		$12.8M Sell
24,691
-625
-2% -$319K 2.1% 8
2025
Q2 		$12.6M Sell
25,316
-203
-0.8% -$88.2K 2.25% 8
2025
Q1 		$9.58M Buy
25,519
+253
+1% +$103K 1.75% 15
2024
Q4 		$10.6M Sell
25,266
-1,099
-4% -$468K 2.01% 9
2024
Q3 		$11.3M Sell
26,365
-2,101
-7% -$898K 2.06% 6
2024
Q2 		$12.7M Sell
28,466
-223
-0.8% -$94.2K 2.56% 5
2024
Q1 		$12.1M Sell
28,689
-1,938
-6% -$785K 2.4% 6
2023
Q4 		$11.5M Sell
30,627
-1,314
-4% -$468K 2.47% 5
2023
Q3 		$10.1M Sell
31,941
-529
-2% -$175K 2.34% 6
2023
Q2 		$11.1M Sell
32,470
-104
-0.3% -$32.6K 2.43% 5
2023
Q1 		$9.39M Buy
32,574
+1,516
+5% +$387K 2.05% 8
2022
Q4 		$7.45M Buy
31,058
+1,518
+5% +$364K 1.6% 20
2022
Q3 		$6.88M Buy
29,540
+1,491
+5% +$394K 1.7% 20
2022
Q2 		$7.2M Buy
+28,049
New +$7.61M 1.68% 19

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Advocate Group's MSFT Position: Q2 2026 in Review

Advocate Group increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $892K and bringing the position to 23,926 shares worth $8.92M. The position accounts for 1.34% of the portfolio, ranked #31.

Advocate Group first reported a position in MSFT in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.8M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Advocate Group held 23,926 shares of Microsoft worth $8.92M as of Q2 2026.
  • Advocate Group bought 2,205 Microsoft shares in Q2 2026, an estimated $892K.
  • Microsoft made up 1.34% of Advocate Group's portfolio in Q2 2026, its #31 holding.
  • Advocate Group first reported a position in Microsoft in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's Microsoft position peaked at $12.8M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.