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Avidian Wealth Enterprises’s Microsoft MSFT Stock Holding History

Avidian Wealth Enterprises’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 		$26.7M Buy
71,580
+3,993
+6% +$1.62M 0.74% 25
2026
Q1 		$25M Buy
67,587
+22,164
+49% +$9.27M 0.79% 24
2025
Q4 		$22M Buy
45,423
+6
+0% +$3.01K 0.8% 24
2025
Q3 		$23.5M Buy
45,417
+3,478
+8% +$1.77M 0.89% 22
2025
Q2 		$20.9M Buy
41,939
+3,173
+8% +$1.38M 0.85% 26
2025
Q1 		$14.6M Sell
38,766
-745
-2% -$304K 0.65% 33
2024
Q4 		$16.7M Buy
39,511
+639
+2% +$272K 0.75% 25
2024
Q3 		$16.7M Buy
38,872
+782
+2% +$334K 0.76% 24
2024
Q2 		$17M Buy
38,090
+3,972
+12% +$1.68M 0.71% 25
2024
Q1 		$14.4M Buy
34,118
+2,965
+10% +$1.2M 0.7% 27
2023
Q4 		$11.7M Buy
31,153
+493
+2% +$175K 0.72% 30
2023
Q3 		$9.68M Sell
30,660
-3,893
-11% -$1.29M 0.68% 34
2023
Q2 		$11.8M Sell
34,553
-21,451
-38% -$6.72M 0.77% 30
2023
Q1 		$16.1M Buy
56,004
+872
+2% +$222K 0.89% 25
2022
Q4 		$13.2M Buy
55,132
+800
+1% +$192K 0.86% 31
2022
Q3 		$12.7M Buy
54,332
+2,626
+5% +$693K 0.91% 27
2022
Q2 		$13.3M Buy
51,706
+203
+0.4% +$55.1K 0.94% 22
2022
Q1 		$15.9M Sell
51,503
-6,804
-12% -$2.05M 0.97% 23
2021
Q4 		$19.6M Buy
58,307
+20,540
+54% +$6.66M 1.22% 18
2021
Q3 		$10.6M Buy
37,767
+1,158
+3% +$337K 0.81% 25
2021
Q2 		$9.92M Buy
36,609
+195
+0.5% +$49.6K 0.76% 31
2021
Q1 		$8.59M Sell
36,414
-2,406
-6% -$558K 0.73% 32
2020
Q4 		$8.63M Buy
38,820
+217
+0.6% +$46.7K 0.82% 30
2020
Q3 		$8.12M Buy
38,603
+1,496
+4% +$314K 0.92% 25
2020
Q2 		$7.55M Sell
37,107
-2,725
-7% -$495K 1.02% 22
2020
Q1 		$6.28M Buy
39,832
+6,908
+21% +$1.14M 1.01% 23
2019
Q4 		$5.19M Buy
32,924
+7,515
+30% +$1.1M 0.74% 27
2019
Q3 		$3.53M Buy
25,409
+14,475
+132% +$1.99M 0.58% 26
2019
Q2 		$1.47M Buy
10,934
+1,188
+12% +$151K 0.35% 28
2019
Q1 		$1.15M Sell
9,746
-1,803
-16% -$197K 0.26% 39
2018
Q4 		$1.17M Buy
11,549
+3,349
+41% +$359K 0.41% 29
2018
Q3 		$938K Buy
8,200
+1,412
+21% +$153K 0.29% 39
2018
Q2 		$669K Sell
6,788
-19
-0.3% -$1.84K 0.21% 43
2018
Q1 		$621K Buy
6,807
+311
+5% +$28.4K 0.21% 43
2017
Q4 		$556 Buy
6,496
+785
+14% +$64.4K 0.15% 46
2017
Q3 		$425K Sell
5,711
-2,148
-27% -$157K 0.16% 51
2017
Q2 		$542K Buy
7,859
+2,154
+38% +$148K 0.23% 32
2017
Q1 		$376K Buy
5,705
+302
+6% +$19.4K 0.14% 46
2016
Q4 		$336K Sell
5,403
-1,180
-18% -$71K 0.15% 47
2016
Q3 		$379K Buy
6,583
+1,315
+25% +$74.2K 0.15% 43
2016
Q2 		$270 Sell
5,268
-660
-11% -$34.3K 0.1% 54
2016
Q1 		$327K Buy
5,928
+234
+4% +$12.3K 0.18% 41
2015
Q4 		$316K Buy
+5,694
New +$300K 0.15% 25

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Avidian Wealth Enterprises's MSFT Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Microsoft (MSFT) stake by 5.9% in Q2 2026, buying an estimated $1.62M and bringing the position to 71,580 shares worth $26.7M. The position accounts for 0.74% of the portfolio, ranked #25.

Avidian Wealth Enterprises first reported a position in MSFT in Q4 2015 and has held it in 43 quarters since. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Avidian Wealth Enterprises held 71,580 shares of Microsoft worth $26.7M as of Q2 2026.
  • Avidian Wealth Enterprises bought 3,993 Microsoft shares in Q2 2026, an estimated $1.62M.
  • Microsoft made up 0.74% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #25 holding.
  • Avidian Wealth Enterprises first reported a position in Microsoft in Q4 2015 and has held it in 43 quarters since.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.