Avantax Planning Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.8M | Sell |
50,409
-1,283
| -2% | -$519K | 0.47% | 32 |
|
|
2026
Q1 | $19.1M | Buy |
51,692
+10,139
| +24% | +$4.24M | 0.53% | 29 |
|
|
2025
Q4 | $20.1M | Sell |
41,553
-4,456
| -10% | -$2.23M | 0.56% | 27 |
|
|
2025
Q3 | $23.8M | Buy |
46,009
+3,743
| +9% | +$1.91M | 0.68% | 24 |
|
|
2025
Q2 | $21M | Buy |
42,266
+1,383
| +3% | +$601K | 0.67% | 25 |
|
|
2025
Q1 | $15.3M | Sell |
40,883
-3,831
| -9% | -$1.56M | 0.54% | 31 |
|
|
2024
Q4 | $18.8M | Buy |
44,714
+626
| +1% | +$267K | 0.68% | 27 |
|
|
2024
Q3 | $19M | Sell |
44,088
-8,246
| -16% | -$3.52M | 0.68% | 26 |
|
|
2024
Q2 | $23.4M | Sell |
52,334
-5,663
| -10% | -$2.39M | 0.75% | 23 |
|
|
2024
Q1 | $24.4M | Buy |
57,997
+7,587
| +15% | +$3.07M | 0.79% | 24 |
|
|
2023
Q4 | $19M | Buy |
50,410
+3,646
| +8% | +$1.3M | 0.72% | 27 |
|
|
2023
Q3 | $14.8M | Sell |
46,764
-4,301
| -8% | -$1.42M | 0.62% | 28 |
|
|
2023
Q2 | $17.4M | Buy |
51,065
+2,341
| +5% | +$734K | 0.69% | 28 |
|
|
2023
Q1 | $14M | Sell |
48,724
-1,474
| -3% | -$376K | 0.57% | 29 |
|
|
2022
Q4 | $12M | Buy |
50,198
+358
| +0.7% | +$85.9K | 0.48% | 31 |
|
|
2022
Q3 | $11.6M | Buy |
49,840
+885
| +2% | +$234K | 0.52% | 28 |
|
|
2022
Q2 | $12.6M | Buy |
48,955
+1,266
| +3% | +$344K | 0.54% | 26 |
|
|
2022
Q1 | $14.7M | Sell |
47,689
-499
| -1% | -$150K | 0.58% | 21 |
|
|
2021
Q4 | $16.2M | Buy |
48,188
+1,333
| +3% | +$432K | 0.67% | 14 |
|
|
2021
Q3 | $13.2M | Buy |
46,855
+2,718
| +6% | +$791K | 0.61% | 14 |
|
|
2021
Q2 | $12M | Buy |
44,137
+1,646
| +4% | +$418K | 0.56% | 14 |
|
|
2021
Q1 | $10M | Buy |
42,491
+3,364
| +9% | +$781K | 0.52% | 15 |
|
|
2020
Q4 | $8.7M | Sell |
39,127
-8,156
| -17% | -$1.75M | 0.45% | 17 |
|
|
2020
Q3 | $9.95M | Sell |
47,283
-2,542
| -5% | -$534K | 0.53% | 12 |
|
|
2020
Q2 | $10.1M | Buy |
49,825
+2,159
| +5% | +$392K | 0.57% | 14 |
|
|
2020
Q1 | $7.52M | Buy |
47,666
+1,157
| +2% | +$190K | 0.52% | 12 |
|
|
2019
Q4 | $7.33M | Sell |
46,509
-1,136
| -2% | -$167K | 0.43% | 14 |
|
|
2019
Q3 | $6.62M | Sell |
47,645
-95
| -0.2% | -$13.1K | 0.41% | 14 |
|
|
2019
Q2 | $6.54M | Buy |
47,740
+1,133
| +2% | +$144K | 0.42% | 15 |
|
|
2019
Q1 | $5.5M | Sell |
46,607
-6,234
| -12% | -$680K | 0.38% | 17 |
|
|
2018
Q4 | $5.37M | Sell |
52,841
-503
| -0.9% | -$53.9K | 0.4% | 25 |
|
|
2018
Q3 | $6.1M | Buy |
53,344
+1,157
| +2% | +$125K | 0.49% | 14 |
|
|
2018
Q2 | $5.15M | Sell |
52,187
-1,406
| -3% | -$136K | 0.46% | 14 |
|
|
2018
Q1 | $4.89M | Buy |
53,593
+401
| +0.8% | +$36.7K | 0.42% | 16 |
|
|
2017
Q4 | $4.55M | Sell |
53,192
-32,956
| -38% | -$2.7M | 0.42% | 17 |
|
|
2017
Q3 | $6.42M | Sell |
86,148
-4,136
| -5% | -$302K | 0.51% | 14 |
|
|
2017
Q2 | $6.22M | Sell |
90,284
-460
| -0.5% | -$31.6K | 0.52% | 16 |
|
|
2017
Q1 | $5.98M | Sell |
90,744
-177
| -0.2% | -$11.3K | 0.53% | 16 |
|
|
2016
Q4 | $5.65M | Buy |
+90,921
| New | +$5.47M | 0.6% | 13 |
|
Other funds holding MSFT
Avantax Planning Partners's MSFT Position: Q2 2026 in Review
Avantax Planning Partners reduced its Microsoft (MSFT) stake by 2.5% in Q2 2026, selling an estimated $519K and leaving 50,409 shares worth $18.8M. The position accounts for 0.47% of the portfolio, ranked #32.
Avantax Planning Partners first reported a position in MSFT in Q4 2016 and has held it in 39 quarters since. The position peaked at $24.4M in Q1 2024. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Avantax Planning Partners held 50,409 shares of Microsoft worth $18.8M as of Q2 2026.
- Avantax Planning Partners sold 1,283 Microsoft shares in Q2 2026, an estimated $519K.
- Microsoft made up 0.47% of Avantax Planning Partners's portfolio in Q2 2026, its #32 holding.
- Avantax Planning Partners first reported a position in Microsoft in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's Microsoft position peaked at $24.4M in Q1 2024.
- 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.