Avestar Capital’s Microsoft MSFT Stock Holding History

Avestar Capital’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	–	Sell	-2,000	Closed	-$740K	–	571
2026 Q1	$740K	Buy	2,000 +500	+33%	+$209K	0.05%	277
2025 Q4	$725K	Hold	1,500	–	–	0.05%	271
2025 Q3	$777K	Hold	1,500	–	–	0.05%	266
2025 Q2	$746K	Sell	1,500 -1,400	-48%	-$608K	0.05%	262
2025 Q1	$1.09M	Buy	2,900 +2,600	+867%	+$1.06M	0.09%	180
2024 Q4	$126K	Sell	300 -500	-63%	-$213K	0.01%	498
2024 Q3	$344K	Sell	800 -200	-20%	-$85.5K	0.04%	312
2024 Q2	$447K	Sell	1,000 -1,700	-63%	-$718K	0.05%	263
2024 Q1	$1.14M	Sell	2,700 -600	-18%	-$243K	0.12%	142
2023 Q4	$1.24M	Buy	3,300 +2,600	+371%	+$925K	0.14%	100
2023 Q3	$221K	Sell	700 -3,300	-83%	-$1.09M	0.03%	312
2023 Q2	$1.36M	Sell	4,000 -2,100	-34%	-$658K	0.22%	57
2023 Q1	$1.76M	Buy	6,100 +4,700	+336%	+$1.2M	0.31%	51
2022 Q4	$336K	Buy	1,400 +1,300	+1,300%	+$312K	0.06%	191
2022 Q3	$23K	Sell	100 -3,200	-97%	-$845K	0.01%	276
2022 Q2	$848K	Sell	3,300 -1,200	-27%	-$326K	0.21%	75
2022 Q1	$1.39M	Buy	+4,500	New	+$1.35M	0.22%	94
2021 Q4	–	Sell	-18,500	Closed	-$5.22M	–	480
2021 Q3	$5.22M	Buy	+18,500	New	+$5.38M	0.67%	31

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Avestar Capital's MSFT Position: Q2 2026 in Review

Avestar Capital reduced its Microsoft (MSFT) stake by 1.8% in Q2 2026, selling an estimated $613K and leaving 80,907 shares worth $30.2M. The position accounts for 1.69% of the portfolio, ranked #8.

Avestar Capital first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $42.3M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Avestar Capital held 80,907 shares of Microsoft worth $30.2M as of Q2 2026.
Avestar Capital sold 1,515 Microsoft shares in Q2 2026, an estimated $613K.
Microsoft made up 1.69% of Avestar Capital's portfolio in Q2 2026, its #8 holding.
Avestar Capital first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
Avestar Capital's Microsoft position peaked at $42.3M in Q3 2025.
2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.