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Aprio Wealth Management’s Microsoft MSFT Stock Holding History

Aprio Wealth Management’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 		$20M Sell
53,599
-1,860
-3% -$753K 0.99% 25
2026
Q1 		$20.5M Buy
55,459
+18,745
+51% +$7.84M 1.12% 24
2025
Q4 		$25.4M Buy
36,714
+1,631
+5% +$817K 1.46% 17
2025
Q3 		$18.2M Buy
35,083
+3,388
+11% +$1.73M 1.81% 12
2025
Q2 		$15.8M Buy
31,695
+6,781
+27% +$2.94M 1.78% 13
2025
Q1 		$9.35M Buy
24,914
+6,107
+32% +$2.49M 1.17% 20
2024
Q4 		$7.93M Buy
18,807
+2,445
+15% +$1.04M 1.16% 19
2024
Q3 		$7.04M Sell
16,362
-252
-2% -$108K 1.13% 19
2024
Q2 		$7.43M Sell
16,614
-538
-3% -$227K 1.35% 14
2024
Q1 		$7.22M Buy
17,152
+2,888
+20% +$1.17M 1.41% 15
2023
Q4 		$5.36M Buy
14,264
+1,106
+8% +$394K 1.2% 21
2023
Q3 		$4.15M Buy
13,158
+1,405
+12% +$464K 1.14% 19
2023
Q2 		$4M Sell
11,753
-1,052
-8% -$330K 1.1% 17
2023
Q1 		$3.69M Buy
12,805
+5,241
+69% +$1.34M 1.14% 16
2022
Q4 		$1.81M Buy
7,564
+374
+5% +$89.8K 0.64% 26
2022
Q3 		$1.67M Buy
7,190
+3,421
+91% +$903K 0.67% 27
2022
Q2 		$968K Buy
3,769
+948
+34% +$257K 0.39% 36
2022
Q1 		$870K Buy
2,821
+170
+6% +$51.1K 0.33% 40
2021
Q4 		$892K Sell
2,651
-55
-2% -$17.8K 0.37% 38
2021
Q3 		$763K Buy
2,706
+8
+0.3% +$2.33K 0.35% 35
2021
Q2 		$731K Buy
+2,698
New +$686K 0.35% 34
2020
Q4 		$1.36M Sell
6,139
-262
-4% -$56.3K 0.9% 23
2020
Q3 		$1.35M Sell
6,401
-74
-1% -$15.5K 0.95% 20
2020
Q2 		$1.32M Sell
6,475
-244
-4% -$44.3K 1.27% 18
2020
Q1 		$1.06M Buy
6,719
+4,252
+172% +$699K 1.34% 14
2019
Q4 		$389K Buy
+2,467
New +$362K 0.29% 40

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aprio Wealth Management's MSFT Position: Q2 2026 in Review

Aprio Wealth Management reduced its Microsoft (MSFT) stake by 3.4% in Q2 2026, selling an estimated $753K and leaving 53,599 shares worth $20M. The position accounts for 0.99% of the portfolio, ranked #25.

Aprio Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $25.4M in Q4 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Aprio Wealth Management held 53,599 shares of Microsoft worth $20M as of Q2 2026.
  • Aprio Wealth Management sold 1,860 Microsoft shares in Q2 2026, an estimated $753K.
  • Microsoft made up 0.99% of Aprio Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Aprio Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Aprio Wealth Management's Microsoft position peaked at $25.4M in Q4 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.