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Approach Retirement Advisors’s Microsoft MSFT Stock Holding History

Approach Retirement 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 		$519K Buy
1,392
+96
+7% +$38.8K 0.38% 48
2026
Q1 		$480K Buy
1,296
+126
+11% +$52.7K 0.4% 45
2025
Q4 		$566K Buy
+1,170
New +$586K 0.49% 41

Other funds holding MSFT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Approach Retirement Advisors's MSFT Position: Q2 2026 in Review

Approach Retirement Advisors increased its Microsoft (MSFT) stake by 7.4% in Q2 2026, buying an estimated $38.8K and bringing the position to 1,392 shares worth $519K. The position accounts for 0.38% of the portfolio, ranked #48.

Approach Retirement Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $566K in Q4 2025. 3,692 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Approach Retirement Advisors held 1,392 shares of Microsoft worth $519K as of Q2 2026.
  • Approach Retirement Advisors bought 96 Microsoft shares in Q2 2026, an estimated $38.8K.
  • Microsoft made up 0.38% of Approach Retirement Advisors's portfolio in Q2 2026, its #48 holding.
  • Approach Retirement Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Approach Retirement Advisors's Microsoft position peaked at $566K in Q4 2025.
  • 3,692 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.