Ameritas Advisory Services’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$37.1M Buy
99,483
+28,872
+41% +$11.7M 0.75% 27
2026
Q1
$26.1M Buy
70,611
+1,638
+2% +$685K 1.01% 16
2025
Q4
$33.4M Buy
68,973
+16,179
+31% +$8.11M 1.24% 13
2025
Q3
$27.3M Buy
52,794
+22,548
+75% +$11.5M 1.79% 5
2025
Q2
$15M Sell
30,246
-29,370
-49% -$12.8M 0.78% 19
2025
Q1
$24M Sell
59,616
-21,937
-27% -$8.94M 0.97% 19
2024
Q4
$34.4M Buy
81,553
+21,255
+35% +$9.05M 1.19% 16
2024
Q3
$25.9M Sell
60,298
-24,048
-29% -$10.3M 1.12% 15
2024
Q2
$37.7M Buy
84,346
+2,024
+2% +$855K 1.42% 12
2024
Q1
$33.4M Buy
82,322
+17,336
+27% +$7.02M 1.38% 13
2023
Q4
$26M Sell
64,986
-11,758
-15% -$4.19M 1.43% 12
2023
Q3
$24.9M Buy
76,744
+32,916
+75% +$10.9M 1.24% 16
2023
Q2
$14.8M Sell
43,828
-19,069
-30% -$5.98M 1.9% 5
2023
Q1
$18M Sell
62,897
-28,876
-31% -$7.37M 0.9% 21
2022
Q4
$22M Buy
91,773
+18,292
+25% +$4.39M 1.02% 17
2022
Q3
$17.1M Buy
73,481
+1,687
+2% +$445K 1.02% 18
2022
Q2
$18.4M Buy
71,794
+2,735
+4% +$742K 1.07% 19
2022
Q1
$21.3M Buy
69,059
+3,433
+5% +$1.03M 0.78% 30
2021
Q4
$22.1M Buy
+65,626
New +$21.3M 0.81% 28

Other funds holding MSFT

Ameritas Advisory Services's MSFT Position: Q2 2026 in Review

Ameritas Advisory Services increased its Microsoft (MSFT) stake by 41% in Q2 2026, buying an estimated $11.7M and bringing the position to 99,483 shares worth $37.1M. The position accounts for 0.75% of the portfolio, ranked #27.

Ameritas Advisory Services first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $37.7M in Q2 2024. 6,190 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ameritas Advisory Services held 99,483 shares of Microsoft worth $37.1M as of Q2 2026.
  • Ameritas Advisory Services bought 28,872 Microsoft shares in Q2 2026, an estimated $11.7M.
  • Microsoft made up 0.75% of Ameritas Advisory Services's portfolio in Q2 2026, its #27 holding.
  • Ameritas Advisory Services first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Ameritas Advisory Services's Microsoft position peaked at $37.7M in Q2 2024.
  • 6,190 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.