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Buttonwood Financial Advisors’s Microsoft MSFT Stock Holding History

Buttonwood Financial Advisors’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 		$11.6M Buy
31,133
+4,401
+16% +$1.78M 3.53% 7
2026
Q1 		$9.9M Buy
26,732
+641
+2% +$268K 3.31% 8
2025
Q4 		$12.6M Sell
26,091
-668
-2% -$335K 4.21% 6
2025
Q3 		$13.9M Sell
26,759
-281
-1% -$143K 4.77% 5
2025
Q2 		$13.5M Buy
27,040
+569
+2% +$247K 5.4% 2
2025
Q1 		$9.94M Buy
26,471
+476
+2% +$194K 4.37% 6
2024
Q4 		$11M Sell
25,995
-262
-1% -$112K 4.82% 5
2024
Q3 		$11.3M Sell
26,257
-109
-0.4% -$46.6K 4.93% 3
2024
Q2 		$11.8M Sell
26,366
-3,528
-12% -$1.49M 5.56% 2
2024
Q1 		$12.6M Sell
29,894
-1,351
-4% -$547K 5.91% 2
2023
Q4 		$11.7M Sell
31,245
-1,507
-5% -$536K 6.4% 2
2023
Q3 		$10.3M Sell
32,752
-123
-0.4% -$40.6K 6.55% 2
2023
Q2 		$11.2M Buy
32,875
+2,457
+8% +$770K 7.02% 3
2023
Q1 		$8.77M Sell
30,418
-2
-0% -$510 6.8% 3
2022
Q4 		$7.3M Sell
30,420
-410
-1% -$98.4K 6.14% 4
2022
Q3 		$7.22M Buy
30,830
+285
+0.9% +$75.3K 6.51% 3
2022
Q2 		$7.84M Buy
30,545
+8,119
+36% +$2.2M 7.08% 3
2022
Q1 		$6.91M Buy
22,426
+3,614
+19% +$1.09M 6.24% 3
2021
Q4 		$6.33M Buy
+18,812
New +$6.1M 6.19% 4

Other funds holding MSFT

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Buttonwood Financial Advisors's MSFT Position: Q2 2026 in Review

Buttonwood Financial Advisors increased its Microsoft (MSFT) stake by 16% in Q2 2026, buying an estimated $1.78M and bringing the position to 31,133 shares worth $11.6M. The position accounts for 3.53% of the portfolio, ranked #7.

Buttonwood Financial Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.9M in Q3 2025. 1,560 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Buttonwood Financial Advisors held 31,133 shares of Microsoft worth $11.6M as of Q2 2026.
  • Buttonwood Financial Advisors bought 4,401 Microsoft shares in Q2 2026, an estimated $1.78M.
  • Microsoft made up 3.53% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Buttonwood Financial Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's Microsoft position peaked at $13.9M in Q3 2025.
  • 1,560 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.