Advus Financial Partners’s Microsoft MSFT Stock Holding History

Advus Financial Partners’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	$1.77M	Buy	3,458 +364	+12%	+$168K	0.5%	46
2026 Q2	$1.15M	Buy	3,094 +2,220	+254%	+$898K	0.33%	59
2026 Q1	$324K	Buy	+874	New	+$366K	0.12%	59
2025 Q4	–	Sell	-581	Closed	-$301K	–	66
2025 Q3	$301K	Hold	581	–	–	0.11%	57
2025 Q2	$289K	Sell	581 -4	-0.7%	-$1.74K	0.11%	58
2025 Q1	$220K	Sell	585 -746	-56%	-$304K	0.09%	56
2024 Q4	$561K	Buy	1,331 +350	+36%	+$149K	0.24%	39
2024 Q3	$422K	Hold	981	–	–	0.18%	47
2024 Q2	$438K	Hold	981	–	–	0.2%	46
2024 Q1	$413K	Buy	981 +50	+5%	+$20.2K	0.18%	47
2023 Q4	$350K	Buy	931 +109	+13%	+$38.8K	0.17%	46
2023 Q3	$260K	Hold	822	–	–	0.14%	51
2023 Q2	$280K	Buy	+822	New	+$258K	0.15%	49
2022 Q2	–	Sell	-1,055	Closed	-$325K	–	63
2022 Q1	$325K	Sell	1,055 -592	-36%	-$178K	0.22%	47
2021 Q4	$554K	Sell	1,647 -6,167	-79%	-$2M	0.4%	26
2021 Q3	$2.63M	Buy	+7,814	New	+$2.27M	1.45%	14

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Advus Financial Partners's MSFT Position: Q3 2026 in Review

Advus Financial Partners increased its Microsoft (MSFT) stake by 12% in Q3 2026, buying an estimated $168K and bringing the position to 3,458 shares worth $1.77M. The position accounts for 0.5% of the portfolio, ranked #46.

Advus Financial Partners first reported a position in MSFT in Q3 2021 and has held it in 16 quarters since. The position peaked at $2.63M in Q3 2021. 2,120 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Advus Financial Partners held 3,458 shares of Microsoft worth $1.77M as of Q3 2026.
Advus Financial Partners bought 364 Microsoft shares in Q3 2026, an estimated $168K.
Microsoft made up 0.5% of Advus Financial Partners's portfolio in Q3 2026, its #46 holding.
Advus Financial Partners first reported a position in Microsoft in Q3 2021 and has held it in 16 quarters since.
Advus Financial Partners's Microsoft position peaked at $2.63M in Q3 2021.
2,120 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.