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Amplius Wealth Advisors’s Microsoft MSFT Stock Holding History

Amplius Wealth Advisors’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 		$3.2M Buy
8,583
+1,202
+16% +$486K 0.23% 43
2026
Q1 		$2.73M Sell
7,381
-159
-2% -$66.5K 0.23% 43
2025
Q4 		$3.65M Sell
7,540
-233
-3% -$117K 0.31% 37
2025
Q3 		$4.03M Sell
7,773
-3,910
-33% -$1.99M 0.35% 36
2025
Q2 		$5.81M Buy
11,683
+319
+3% +$139K 0.54% 33
2025
Q1 		$4.27M Sell
11,364
-598
-5% -$244K 0.44% 39
2024
Q4 		$5.04M Buy
11,962
+107
+0.9% +$45.6K 0.52% 36
2024
Q3 		$5.1M Sell
11,855
-127
-1% -$54.3K 0.56% 34
2024
Q2 		$5.36M Sell
11,982
-1,202
-9% -$508K 0.6% 34
2024
Q1 		$5.55M Buy
13,184
+297
+2% +$120K 0.62% 33
2023
Q4 		$4.85M Buy
12,887
+91
+0.7% +$32.4K 0.59% 36
2023
Q3 		$4.04M Sell
12,796
-358
-3% -$118K 0.54% 37
2023
Q2 		$4.48M Buy
13,154
+230
+2% +$72.1K 0.6% 33
2023
Q1 		$3.73M Buy
12,924
+413
+3% +$105K 0.53% 33
2022
Q4 		$3M Sell
12,511
-1,020
-8% -$245K 0.48% 40
2022
Q3 		$3.15M Buy
13,531
+984
+8% +$260K 0.56% 35
2022
Q2 		$3.22M Sell
12,547
-15,050
-55% -$4.08M 0.52% 39
2022
Q1 		$8.51M Sell
27,597
-47
-0.2% -$14.1K 1.31% 23
2021
Q4 		$9.3M Buy
+27,644
New +$8.96M 1.28% 21

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Amplius Wealth Advisors's MSFT Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Microsoft (MSFT) stake by 16% in Q2 2026, buying an estimated $486K and bringing the position to 8,583 shares worth $3.2M. The position accounts for 0.23% of the portfolio, ranked #43.

Amplius Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.3M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Amplius Wealth Advisors held 8,583 shares of Microsoft worth $3.2M as of Q2 2026.
  • Amplius Wealth Advisors bought 1,202 Microsoft shares in Q2 2026, an estimated $486K.
  • Microsoft made up 0.23% of Amplius Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Amplius Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Microsoft position peaked at $9.3M in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.