Antonelli Financial Advisors’s Microsoft MSFT Stock Holding History

Antonelli Financial 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	$2.08M	Sell	5,575 -110	-2%	-$44.5K	1.43%	17
2026 Q1	$2.1M	Sell	5,685 -184	-3%	-$77K	1.45%	15
2025 Q4	$2.84M	Buy	5,869 +8	+0.1%	+$4.01K	1.87%	14
2025 Q3	$3.04M	Sell	5,861 -108	-2%	-$55.1K	2.06%	13
2025 Q2	$2.97M	Buy	5,969 +107	+2%	+$46.5K	2.14%	13
2025 Q1	$2.2M	Sell	5,862 -598	-9%	-$244K	1.77%	16
2024 Q4	$2.72M	Buy	+6,460	New	+$2.75M	2.3%	14

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Antonelli Financial Advisors's MSFT Position: Q2 2026 in Review

Antonelli Financial Advisors reduced its Microsoft (MSFT) stake by 1.9% in Q2 2026, selling an estimated $44.5K and leaving 5,575 shares worth $2.08M. The position accounts for 1.43% of the portfolio, ranked #17.

Antonelli Financial Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.04M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Antonelli Financial Advisors held 5,575 shares of Microsoft worth $2.08M as of Q2 2026.
Antonelli Financial Advisors sold 110 Microsoft shares in Q2 2026, an estimated $44.5K.
Microsoft made up 1.43% of Antonelli Financial Advisors's portfolio in Q2 2026, its #17 holding.
Antonelli Financial Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Antonelli Financial Advisors's Microsoft position peaked at $3.04M in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.