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ARS Wealth Advisors Group’s Microsoft MSFT Stock Holding History

ARS Wealth Advisors Group’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 		$32.9M Buy
88,084
+2,991
+4% +$1.21M 2.57% 11
2026
Q1 		$31.5M Buy
85,093
+2,521
+3% +$1.05M 2.66% 11
2025
Q4 		$39.9M Buy
82,572
+619
+0.8% +$310K 3.6% 6
2025
Q3 		$42.4M Buy
81,953
+156
+0.2% +$79.6K 4.19% 5
2025
Q2 		$40.7M Buy
81,797
+24
+0% +$10.4K 4.69% 3
2025
Q1 		$30.7M Sell
81,773
-785
-1% -$320K 4.33% 3
2024
Q4 		$34.8M Buy
82,558
+1,718
+2% +$732K 4.78% 4
2024
Q3 		$34.8M Sell
80,840
-752
-0.9% -$321K 4.27% 4
2024
Q2 		$36.5M Sell
81,592
-927
-1% -$391K 4.73% 4
2024
Q1 		$34.7M Sell
82,519
-1,206
-1% -$488K 4.69% 3
2023
Q4 		$31.5M Buy
83,725
+18,017
+27% +$6.41M 4.66% 4
2023
Q3 		$20.7M Sell
65,708
-3,680
-5% -$1.22M 3.4% 4
2023
Q2 		$23.6M Sell
69,388
-625
-0.9% -$196K 3.75% 4
2023
Q1 		$20.2M Buy
70,013
+4,006
+6% +$1.02M 3.72% 3
2022
Q4 		$15.8M Sell
66,007
-5,842
-8% -$1.4M 2.61% 8
2022
Q3 		$16.7M Buy
71,849
+4,332
+6% +$1.14M 2.56% 7
2022
Q2 		$17.3M Sell
67,517
-721
-1% -$196K 2.38% 8
2022
Q1 		$21M Sell
68,238
-651
-0.9% -$196K 3.67% 6
2021
Q4 		$23.2M Sell
68,889
-999
-1% -$324K 3.89% 6
2021
Q3 		$19.7M Buy
+69,888
New +$20.3M 3.58% 9

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

ARS Wealth Advisors Group's MSFT Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Microsoft (MSFT) stake by 3.5% in Q2 2026, buying an estimated $1.21M and bringing the position to 88,084 shares worth $32.9M. The position accounts for 2.57% of the portfolio, ranked #11.

ARS Wealth Advisors Group first reported a position in MSFT in Q3 2021 and has held it in 20 quarters since. The position peaked at $42.4M in Q3 2025. 2,562 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • ARS Wealth Advisors Group held 88,084 shares of Microsoft worth $32.9M as of Q2 2026.
  • ARS Wealth Advisors Group bought 2,991 Microsoft shares in Q2 2026, an estimated $1.21M.
  • Microsoft made up 2.57% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #11 holding.
  • ARS Wealth Advisors Group first reported a position in Microsoft in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's Microsoft position peaked at $42.4M in Q3 2025.
  • 2,562 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.