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Arista Wealth Management’s Microsoft MSFT Stock Holding History

Arista 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 		$9.3M Buy
24,924
+1,044
+4% +$422K 1% 19
2026
Q1 		$8.84M Buy
23,880
+1,026
+4% +$429K 1.08% 19
2025
Q4 		$11.1M Sell
22,854
-603
-3% -$302K 1.36% 15
2025
Q3 		$12.1M Buy
23,457
+2
+0% +$1.02K 1.51% 15
2025
Q2 		$11.7M Buy
23,455
+17,393
+287% +$7.55M 1.61% 13
2025
Q1 		$2.28M Buy
6,062
+58
+1% +$23.6K 0.55% 20
2024
Q4 		$2.53M Sell
6,004
-208
-3% -$88.6K 0.61% 19
2024
Q3 		$2.67M Buy
6,212
+215
+4% +$91.9K 0.64% 19
2024
Q2 		$2.68M Buy
5,997
+4,081
+213% +$1.72M 0.71% 18
2024
Q1 		$806K Sell
1,916
-1,831
-49% -$741K 0.62% 21
2023
Q4 		$1.41M Buy
3,747
+326
+10% +$116K 0.52% 20
2023
Q3 		$1.08M Buy
3,421
+404
+13% +$133K 0.42% 25
2023
Q2 		$1.03M Buy
3,017
+203
+7% +$63.6K 0.43% 25
2023
Q1 		$811K Sell
2,814
-133
-5% -$33.9K 0.44% 28
2022
Q4 		$707K Buy
+2,947
New +$707K 0.45% 28

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

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

Arista Wealth Management increased its Microsoft (MSFT) stake by 4.4% in Q2 2026, buying an estimated $422K and bringing the position to 24,924 shares worth $9.3M. The position accounts for 1% of the portfolio, ranked #19.

Arista Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.1M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Arista Wealth Management held 24,924 shares of Microsoft worth $9.3M as of Q2 2026.
  • Arista Wealth Management bought 1,044 Microsoft shares in Q2 2026, an estimated $422K.
  • Microsoft made up 1% of Arista Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Arista Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Arista Wealth Management's Microsoft position peaked at $12.1M in Q3 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.