Advocate Group
MSFT icon

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
Q3 		$12.5M Buy
24,333
+407
+2% +$188K 1.93% 10
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 		$9.6M 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 $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Advocate Group's MSFT Position: Q3 2026 in Review

Advocate Group increased its Microsoft (MSFT) stake by 1.7% in Q3 2026, buying an estimated $188K and bringing the position to 24,333 shares worth $12.5M. The position accounts for 1.93% of the portfolio, ranked #10.

Advocate Group first reported a position in MSFT in Q2 2022 and has held it in 18 quarters since. The position peaked at $12.8M in Q3 2025. 2,989 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Advocate Group held 24,333 shares of Microsoft worth $12.5M as of Q3 2026.
  • Advocate Group bought 407 Microsoft shares in Q3 2026, an estimated $188K.
  • Microsoft made up 1.93% of Advocate Group's portfolio in Q3 2026, its #10 holding.
  • Advocate Group first reported a position in Microsoft in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Microsoft position peaked at $12.8M in Q3 2025.
  • 2,989 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.