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AssuredPartners Investment Advisors’s Microsoft MSFT Stock Holding History

AssuredPartners 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 		$16.6M Buy
44,601
+682
+2% +$276K 1.61% 12
2026
Q1 		$16.4M Buy
43,919
+16,234
+59% +$6.79M 1.78% 11
2025
Q4 		$13.4M Buy
27,685
+4,445
+19% +$2.23M 1.99% 8
2025
Q3 		$12M Buy
23,240
+294
+1% +$150K 2.68% 6
2025
Q2 		$11.4M Sell
22,946
-4,557
-17% -$1.98M 2.79% 7
2025
Q1 		$10.3M Buy
27,503
+1,555
+6% +$634K 1.99% 6
2024
Q4 		$10.9M Buy
+25,948
New +$11.1M 2.13% 6

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

AssuredPartners Investment Advisors increased its Microsoft (MSFT) stake by 1.6% in Q2 2026, buying an estimated $276K and bringing the position to 44,601 shares worth $16.6M. The position accounts for 1.61% of the portfolio, ranked #12.

AssuredPartners Investment Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • AssuredPartners Investment Advisors held 44,601 shares of Microsoft worth $16.6M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 682 Microsoft shares in Q2 2026, an estimated $276K.
  • Microsoft made up 1.61% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • AssuredPartners Investment Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.