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Apella Capital’s Microsoft MSFT Stock Holding History

Apella Capital’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 		$47.2M Sell
121,343
-20
-0% -$8.09K 0.67% 37
2026
Q1 		$51.3M Buy
121,363
+18,735
+18% +$7.84M 0.76% 32
2025
Q4 		$49.6M Buy
102,628
+18,885
+23% +$9.46M 0.98% 22
2025
Q3 		$42.8M Buy
83,743
+3,922
+5% +$2M 0.95% 23
2025
Q2 		$39.7M Buy
79,821
+1,068
+1% +$464K 1.08% 22
2025
Q1 		$30.8M Buy
78,753
+6,363
+9% +$2.59M 1.06% 22
2024
Q4 		$30.5M Sell
72,390
-579
-0.8% -$247K 1.17% 19
2024
Q3 		$30.4M Buy
72,969
+2,483
+4% +$1.06M 1.25% 20
2024
Q2 		$32.4M Buy
70,486
+20,602
+41% +$8.7M 1.45% 18
2024
Q1 		$21.3M Sell
49,884
-10,592
-18% -$4.29M 1.07% 25
2023
Q4 		$22.3M Sell
60,476
-1,002
-2% -$357K 1.24% 21
2023
Q3 		$19.4M Buy
61,478
+2,375
+4% +$785K 1.37% 22
2023
Q2 		$20.1M Buy
+59,103
New +$18.5M 1.43% 21
2022
Q4 		$12.4M Buy
51,883
+3,318
+7% +$796K 1.13% 24
2022
Q3 		$11.3M Buy
48,565
+771
+2% +$204K 1.32% 22
2022
Q2 		$12.3M Buy
47,794
+6,751
+16% +$1.83M 1.47% 20
2022
Q1 		$12.7M Buy
41,043
+5,397
+15% +$1.62M 1.78% 16
2021
Q4 		$12M Buy
35,646
+2,014
+6% +$653K 1.53% 20
2021
Q3 		$9.48M Buy
33,632
+222
+0.7% +$64.6K 1.36% 22
2021
Q2 		$9.05M Buy
33,410
+22,622
+210% +$5.75M 1.49% 16
2021
Q1 		$2.54M Buy
10,788
+105
+1% +$24.4K 0.8% 33
2020
Q4 		$2.38M Sell
10,683
-107
-1% -$23K 0.83% 30
2020
Q3 		$2.27M Sell
10,790
-265
-2% -$55.7K 0.91% 28
2020
Q2 		$2.25M Buy
11,055
+491
+5% +$89.1K 1.05% 26
2020
Q1 		$1.67M Buy
+10,564
New +$1.74M 0.97% 27

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Apella Capital's MSFT Position: Q2 2026 in Review

Apella Capital reduced its Microsoft (MSFT) stake by 0.02% in Q2 2026, selling an estimated $8.09K and leaving 121,343 shares worth $47.2M. The position accounts for 0.67% of the portfolio, ranked #37.

Apella Capital first reported a position in MSFT in Q1 2020 and has held it in 25 quarters since. The position peaked at $51.3M in Q1 2026. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Apella Capital held 121,343 shares of Microsoft worth $47.2M as of Q2 2026.
  • Apella Capital sold 20 Microsoft shares in Q2 2026, an estimated $8.09K.
  • Microsoft made up 0.67% of Apella Capital's portfolio in Q2 2026, its #37 holding.
  • Apella Capital first reported a position in Microsoft in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Microsoft position peaked at $51.3M in Q1 2026.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.