Centennial Wealth Advisory’s Microsoft MSFT Stock Holding History

Centennial Wealth 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	$3.41M	Buy	9,128 +480	+6%	+$194K	0.74%	27
2026 Q1	$3.2M	Buy	8,648 +1,745	+25%	+$730K	0.78%	27
2025 Q4	$3.34M	Buy	6,903 +546	+9%	+$274K	0.88%	22
2025 Q3	$3.29M	Buy	6,357 +769	+14%	+$392K	0.92%	20
2025 Q2	$2.78M	Sell	5,588 -178	-3%	-$77.3K	0.88%	20
2025 Q1	$2.16M	Buy	5,766 +667	+13%	+$272K	0.79%	22
2024 Q4	$2.15M	Buy	5,099 +229	+5%	+$97.5K	0.84%	19
2024 Q3	$2.1M	Buy	4,870 +501	+11%	+$214K	0.82%	20
2024 Q2	$1.95M	Buy	4,369 +413	+10%	+$174K	0.85%	20
2024 Q1	$1.66M	Buy	3,956 +329	+9%	+$133K	0.77%	22
2023 Q4	$1.36M	Sell	3,627 -440	-11%	-$157K	0.7%	26
2023 Q3	$1.28M	Sell	4,067 -237	-6%	-$78.3K	0.69%	37
2023 Q2	$1.47M	Buy	4,304 +1,118	+35%	+$350K	0.76%	31
2023 Q1	$919K	Buy	3,186 +512	+19%	+$131K	0.49%	41
2022 Q4	$641K	Buy	2,674 +523	+24%	+$126K	0.36%	46
2022 Q3	$501K	Buy	2,151 +791	+58%	+$209K	0.29%	46
2022 Q2	$349K	Buy	+1,360	New	+$369K	0.2%	68

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

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 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 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Centennial Wealth Advisory's MSFT Position: Q2 2026 in Review

Centennial Wealth Advisory increased its Microsoft (MSFT) stake by 5.6% in Q2 2026, buying an estimated $194K and bringing the position to 9,128 shares worth $3.41M. The position accounts for 0.74% of the portfolio, ranked #27.

Centennial Wealth Advisory first reported a position in MSFT in Q2 2022 and has held it in 17 quarters since. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Centennial Wealth Advisory held 9,128 shares of Microsoft worth $3.41M as of Q2 2026.
Centennial Wealth Advisory bought 480 Microsoft shares in Q2 2026, an estimated $194K.
Microsoft made up 0.74% of Centennial Wealth Advisory's portfolio in Q2 2026, its #27 holding.
Centennial Wealth Advisory first reported a position in Microsoft in Q2 2022 and has held it in 17 quarters since.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.