Avant Financial Advisors’s Microsoft MSFT Stock Holding History

Avant Financial 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	$1.38M	Buy	3,693 +33	+0.9%	+$13.4K	0.86%	28
2026 Q1	$1.35M	Sell	3,660 -42	-1%	-$17.6K	0.95%	28
2025 Q4	$1.79M	Buy	3,702 +2	+0.1%	+$1K	1.29%	24
2025 Q3	$1.92M	Buy	3,700 +1	+0%	+$510	1.44%	22
2025 Q2	$1.84M	Buy	3,699 +2	+0.1%	+$869	1.52%	22
2025 Q1	$1.39M	Sell	3,697 -169	-4%	-$68.9K	1.26%	25
2024 Q4	$1.63M	Buy	+3,866	New	+$1.65M	1.5%	22

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Avant Financial Advisors's MSFT Position: Q2 2026 in Review

Avant Financial Advisors increased its Microsoft (MSFT) stake by 0.9% in Q2 2026, buying an estimated $13.4K and bringing the position to 3,693 shares worth $1.38M. The position accounts for 0.86% of the portfolio, ranked #28.

Avant Financial Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.92M in Q3 2025. 2,096 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Avant Financial Advisors held 3,693 shares of Microsoft worth $1.38M as of Q2 2026.
Avant Financial Advisors bought 33 Microsoft shares in Q2 2026, an estimated $13.4K.
Microsoft made up 0.86% of Avant Financial Advisors's portfolio in Q2 2026, its #28 holding.
Avant Financial Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Avant Financial Advisors's Microsoft position peaked at $1.92M in Q3 2025.
2,096 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.