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Arcadia Wealth Management (New Hampshire)’s Microsoft MSFT Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 		$510K Sell
1,368
-217
-14% -$87.8K 0.16% 54
2026
Q1 		$587K Buy
1,585
+134
+9% +$56.1K 0.21% 47
2025
Q4 		$702K Sell
1,451
-110
-7% -$55.1K 0.26% 44
2025
Q3 		$808K Buy
1,561
+2
+0.1% +$1.02K 0.32% 41
2025
Q2 		$775K Sell
1,559
-423
-21% -$184K 0.34% 37
2025
Q1 		$744K Buy
1,982
+182
+10% +$74.2K 0.37% 38
2024
Q4 		$759K Sell
1,800
-139
-7% -$59.2K 0.38% 37
2024
Q3 		$835K Buy
1,939
+138
+8% +$59K 0.44% 32
2024
Q2 		$805K Buy
1,801
+55
+3% +$23.2K 0.46% 33
2024
Q1 		$734K Buy
1,746
+272
+18% +$110K 0.45% 32
2023
Q4 		$554K Buy
1,474
+38
+3% +$13.5K 0.39% 34
2023
Q3 		$453K Sell
1,436
-79
-5% -$26.1K 0.35% 36
2023
Q2 		$516K Buy
1,515
+81
+6% +$25.4K 0.38% 34
2023
Q1 		$413K Sell
1,434
-74
-5% -$18.9K 0.34% 44
2022
Q4 		$362K Buy
+1,508
New +$362K 0.32% 38

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Arcadia Wealth Management (New Hampshire)'s MSFT Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $87.8K and leaving 1,368 shares worth $510K. The position accounts for 0.16% of the portfolio, ranked #54.

Arcadia Wealth Management (New Hampshire) first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $835K in Q3 2024. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Arcadia Wealth Management (New Hampshire) held 1,368 shares of Microsoft worth $510K as of Q2 2026.
  • Arcadia Wealth Management (New Hampshire) sold 217 Microsoft shares in Q2 2026, an estimated $87.8K.
  • Microsoft made up 0.16% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #54 holding.
  • Arcadia Wealth Management (New Hampshire) first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Arcadia Wealth Management (New Hampshire)'s Microsoft position peaked at $835K in Q3 2024.
  • 2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.