Canvas Wealth Advisors’s Microsoft MSFT Stock Holding History

Canvas Wealth 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	$30.7M	Buy	82,424 +9,568	+13%	+$3.87M	4.29%	5
2026 Q1	$27M	Buy	72,856 +8,681	+14%	+$3.63M	4.59%	3
2025 Q4	$31M	Buy	64,175 +1,835	+3%	+$920K	5.27%	3
2025 Q3	$32.3M	Sell	62,340 -187	-0.3%	-$95.4K	5.87%	1
2025 Q2	$32M	Buy	62,527 +514	+0.8%	+$223K	6.32%	1
2025 Q1	$22.7M	Buy	62,013 +4,428	+8%	+$1.81M	5.84%	1
2024 Q4	$24.3M	Buy	57,585 +2,838	+5%	+$1.21M	6.09%	2
2024 Q3	$23.6M	Buy	54,747 +3,684	+7%	+$1.57M	6.51%	2
2024 Q2	$21.6M	Sell	51,063 -602	-1%	-$254K	6.68%	1
2024 Q1	$21.3M	Buy	51,665 +1,381	+3%	+$559K	7.15%	1
2023 Q4	$19.5M	Sell	50,284 -2,637	-5%	-$939K	7.1%	2
2023 Q3	$17.3M	Sell	52,921 -2,542	-5%	-$840K	7.1%	2
2023 Q2	$19.1M	Sell	55,463 -4,650	-8%	-$1.46M	7.11%	2
2023 Q1	$18.3M	Sell	60,113 -13,442	-18%	-$3.43M	7.7%	1
2022 Q4	$17.3M	Sell	73,555 -485	-0.7%	-$116K	7.25%	2
2022 Q3	$17.1M	Buy	74,040 +1,822	+3%	+$481K	7.29%	2
2022 Q2	$18.5M	Buy	72,218 +1,085	+2%	+$294K	7.46%	2
2022 Q1	$20M	Buy	71,133 +4,372	+7%	+$1.32M	7.31%	2
2021 Q4	$22.5M	Buy	66,761 +1,747	+3%	+$566K	8.08%	2
2021 Q3	$18.3M	Buy	65,014 +1,876	+3%	+$546K	7.49%	2
2021 Q2	$17.1M	Buy	63,138 +13,023	+26%	+$3.31M	7.67%	2
2021 Q1	$12.8M	Buy	+50,115	New	+$11.6M	7.48%	2

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

Canvas Wealth Advisors's MSFT Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $3.87M and bringing the position to 82,424 shares worth $30.7M. The position accounts for 4.29% of the portfolio, ranked #5.

Canvas Wealth Advisors first reported a position in MSFT in Q1 2021 and has held it in 22 quarters since. The position peaked at $32.3M in Q3 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Canvas Wealth Advisors held 82,424 shares of Microsoft worth $30.7M as of Q2 2026.
Canvas Wealth Advisors bought 9,568 Microsoft shares in Q2 2026, an estimated $3.87M.
Microsoft made up 4.29% of Canvas Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Canvas Wealth Advisors first reported a position in Microsoft in Q1 2021 and has held it in 22 quarters since.
Canvas Wealth Advisors's Microsoft position peaked at $32.3M in Q3 2025.
2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.