Brown Financial Advisory’s Microsoft MSFT Stock Holding History

Brown Financial Advisory’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	$1.12M	Sell	3,014 -257	-8%	-$104K	0.47%	13
2026 Q1	$1.21M	Sell	3,271 -59	-2%	-$24.7K	0.6%	13
2025 Q4	$1.61M	Buy	3,330 +50	+2%	+$25.1K	0.81%	12
2025 Q3	$1.7M	Buy	3,280 +67	+2%	+$34.2K	0.89%	12
2025 Q2	$1.6M	Buy	3,213 +1,054	+49%	+$458K	0.88%	13
2025 Q1	$810K	Buy	2,159 +1,511	+233%	+$616K	0.51%	18
2024 Q4	$273K	Buy	+648	New	+$276K	0.19%	30
2024 Q3	–	Sell	-456	Closed	-$204K	–	37
2024 Q2	$204K	Buy	+456	New	+$193K	0.16%	32

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Brown Financial Advisory's MSFT Position: Q2 2026 in Review

Brown Financial Advisory reduced its Microsoft (MSFT) stake by 7.9% in Q2 2026, selling an estimated $104K and leaving 3,014 shares worth $1.12M. The position accounts for 0.47% of the portfolio, ranked #13.

Brown Financial Advisory first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q3 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Brown Financial Advisory held 3,014 shares of Microsoft worth $1.12M as of Q2 2026.
Brown Financial Advisory sold 257 Microsoft shares in Q2 2026, an estimated $104K.
Microsoft made up 0.47% of Brown Financial Advisory's portfolio in Q2 2026, its #13 holding.
Brown Financial Advisory first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisory's Microsoft position peaked at $1.7M in Q3 2025.
2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.