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Arbor Investment Advisors’s Microsoft MSFT Stock Holding History

Arbor Investment 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 		$3.91M Buy
10,485
+2,963
+39% +$1.2M 0.44% 27
2026
Q1 		$2.78M Buy
7,522
+529
+8% +$221K 0.36% 25
2025
Q4 		$3.38M Sell
6,993
-500
-7% -$251K 0.45% 24
2025
Q3 		$3.88M Sell
7,493
-1,092
-13% -$557K 0.49% 25
2025
Q2 		$4.27M Buy
8,585
+11
+0.1% +$4.78K 0.55% 24
2025
Q1 		$3.22M Sell
8,574
-218
-2% -$88.9K 0.44% 25
2024
Q4 		$3.71M Sell
8,792
-298
-3% -$127K 0.52% 24
2024
Q3 		$3.91M Sell
9,090
-53
-0.6% -$22.7K 0.52% 24
2024
Q2 		$4.09M Buy
9,143
+1,682
+23% +$710K 0.6% 22
2024
Q1 		$3.14M Buy
7,461
+33
+0.4% +$13.4K 0.46% 25
2023
Q4 		$2.79M Sell
7,428
-877
-11% -$312K 0.44% 25
2023
Q3 		$2.62M Sell
8,305
-36
-0.4% -$11.9K 0.46% 26
2023
Q2 		$2.84M Sell
8,341
-6
-0.1% -$1.88K 0.5% 26
2023
Q1 		$2.41M Hold
8,347
– – 0.44% 26
2022
Q4 		$2M Buy
8,347
+259
+3% +$62.2K 0.41% 28
2022
Q3 		$1.88M Sell
8,088
-3,754
-32% -$991K 0.46% 26
2022
Q2 		$3.04M Sell
11,842
-300
-2% -$81.4K 0.65% 23
2022
Q1 		$3.74M Buy
12,142
+1,357
+13% +$408K 0.71% 22
2021
Q4 		$3.63M Sell
10,785
-98
-0.9% -$31.8K 0.68% 22
2021
Q3 		$3.07M Sell
10,883
-97
-0.9% -$28.2K 0.62% 22
2021
Q2 		$2.97M Buy
10,980
+26
+0.2% +$6.61K 0.63% 21
2021
Q1 		$2.58M Buy
10,954
+20
+0.2% +$4.64K 0.58% 21
2020
Q4 		$2.43M Sell
10,934
-35
-0.3% -$7.53K 0.56% 23
2020
Q3 		$2.31M Buy
10,969
+102
+0.9% +$21.4K 0.6% 22
2020
Q2 		$2.21M Buy
10,867
+966
+10% +$175K 0.61% 22
2020
Q1 		$1.56M Buy
9,901
+141
+1% +$23.2K 0.52% 22
2019
Q4 		$1.54M Sell
9,760
-253
-3% -$37.2K 0.43% 23
2019
Q3 		$1.39M Buy
10,013
+335
+3% +$46.1K 0.42% 23
2019
Q2 		$1.3M Buy
9,678
+555
+6% +$70.5K 0.41% 24
2019
Q1 		$1.08M Buy
9,123
+3,950
+76% +$431K 0.34% 23
2018
Q4 		$525K Sell
5,173
-47
-0.9% -$5.04K 0.19% 28
2018
Q3 		$597K Hold
5,220
– – 0.22% 27
2018
Q2 		$515K Hold
5,220
– – 0.2% 25
2018
Q1 		$476K Buy
5,220
+283
+6% +$25.9K 0.2% 27
2017
Q4 		$422K Buy
4,937
+342
+7% +$28.1K 0.18% 32
2017
Q3 		$342K Buy
4,595
+351
+8% +$25.6K 0.16% 34
2017
Q2 		$293K Buy
4,244
+116
+3% +$7.96K 0.14% 35
2017
Q1 		$272K Sell
4,128
-198
-5% -$12.7K 0.14% 34
2016
Q4 		$269K Buy
4,326
+282
+7% +$17K 0.14% 36
2016
Q3 		$233K Sell
4,044
-258
-6% -$14.6K 0.13% 37
2016
Q2 		$220K Hold
4,302
– – 0.13% 39
2016
Q1 		$238K Hold
4,302
– – 0.14% 33
2015
Q4 		$239K Buy
+4,302
New +$226K 0.14% 34
2014
Q4 		– Sell
-5,293
Closed -$245K – 48
2014
Q3 		$245K Sell
5,293
-658
-11% -$29.4K 0.14% 40
2014
Q2 		$248K Sell
5,951
-142
-2% -$5.75K 0.13% 42
2014
Q1 		$250K Buy
+6,093
New +$229K 0.14% 42

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

Arbor Investment Advisors's MSFT Position: Q2 2026 in Review

Arbor Investment Advisors increased its Microsoft (MSFT) stake by 39% in Q2 2026, buying an estimated $1.2M and bringing the position to 10,485 shares worth $3.91M. The position accounts for 0.44% of the portfolio, ranked #27.

Arbor Investment Advisors first reported a position in MSFT in Q1 2014 and has held it in 46 quarters since. The position peaked at $4.27M in Q2 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Arbor Investment Advisors held 10,485 shares of Microsoft worth $3.91M as of Q2 2026.
  • Arbor Investment Advisors bought 2,963 Microsoft shares in Q2 2026, an estimated $1.2M.
  • Microsoft made up 0.44% of Arbor Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Arbor Investment Advisors first reported a position in Microsoft in Q1 2014 and has held it in 46 quarters since.
  • Arbor Investment Advisors's Microsoft position peaked at $4.27M in Q2 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.