Copper Harbor Investment Advisors, LLC’s Microsoft MSFT Stock Holding History

Copper Harbor Investment Advisors, LLC’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	$2.43M	Buy	+6,517	New	+$2.64M	0.51%	38

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

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Copper Harbor Investment Advisors, LLC's MSFT Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Microsoft (MSFT) in Q2 2026: 6,517 shares worth $2.43M. The stake represents 0.51% of the portfolio and ranks #38 among its holdings.

2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Copper Harbor Investment Advisors, LLC held 6,517 shares of Microsoft worth $2.43M as of Q2 2026.
Microsoft was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
Microsoft made up 0.51% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #38 holding.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.