Avantra Family Wealth’s Microsoft MSFT Stock Holding History

Avantra Family Wealth’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	$4.38M	Buy	11,753 +525	+5%	+$212K	2.8%	5
2026 Q1	$4.16M	Buy	11,228 +334	+3%	+$140K	3.09%	4
2025 Q4	$5.27M	Buy	10,894 +137	+1%	+$68.7K	3.82%	3
2025 Q3	$5.57M	Buy	10,757 +303	+3%	+$155K	4.17%	3
2025 Q2	$5.2M	Sell	10,454 -17	-0.2%	-$7.38K	4.29%	3
2025 Q1	$3.93M	Buy	10,471 +140	+1%	+$57.1K	3.77%	2
2024 Q4	$4.35M	Buy	+10,331	New	+$4.4M	4.07%	2

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Avantra Family Wealth's MSFT Position: Q2 2026 in Review

Avantra Family Wealth increased its Microsoft (MSFT) stake by 4.7% in Q2 2026, buying an estimated $212K and bringing the position to 11,753 shares worth $4.38M. The position accounts for 2.8% of the portfolio, ranked #5.

Avantra Family Wealth first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.57M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Avantra Family Wealth held 11,753 shares of Microsoft worth $4.38M as of Q2 2026.
Avantra Family Wealth bought 525 Microsoft shares in Q2 2026, an estimated $212K.
Microsoft made up 2.8% of Avantra Family Wealth's portfolio in Q2 2026, its #5 holding.
Avantra Family Wealth first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's Microsoft position peaked at $5.57M in Q3 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.