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Center for Financial Planning’s Microsoft MSFT Stock Holding History

Center for Financial Planning’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 		$9.83M Sell
26,365
-98
-0.4% -$39.7K 0.92% 12
2026
Q1 		$9.8M Buy
26,463
+2,577
+11% +$1.08M 1.02% 12
2025
Q4 		$11.6M Buy
23,886
+2
+0% +$1K 1.2% 10
2025
Q3 		$12.4M Buy
23,884
+32
+0.1% +$16.3K 1.32% 9
2025
Q2 		$11.9M Buy
23,852
+121
+0.5% +$52.5K 1.36% 9
2025
Q1 		$8.91M Sell
23,731
-6,193
-21% -$2.52M 1.14% 9
2024
Q4 		$12.6M Buy
29,924
+227
+0.8% +$96.7K 1.68% 9
2024
Q3 		$12.8M Sell
29,697
-968
-3% -$414K 1.73% 9
2024
Q2 		$13.7M Sell
30,665
-182
-0.6% -$76.9K 1.98% 8
2024
Q1 		$13M Buy
30,847
+263
+0.9% +$106K 1.94% 8
2023
Q4 		$11.5M Sell
30,584
-364
-1% -$130K 2.11% 7
2023
Q3 		$9.77M Buy
30,948
+512
+2% +$169K 2.11% 8
2023
Q2 		$10.4M Sell
30,436
-547
-2% -$171K 2.18% 7
2023
Q1 		$8.93M Sell
30,983
-369
-1% -$94.1K 2.06% 6
2022
Q4 		$7.52M Sell
31,352
-204
-0.6% -$49K 1.83% 7
2022
Q3 		$7.35M Sell
31,556
-75
-0.2% -$19.8K 1.96% 8
2022
Q2 		$8.12M Buy
31,631
+1,453
+5% +$394K 2.06% 7
2022
Q1 		$9.3M Sell
30,178
-868
-3% -$261K 1.91% 8
2021
Q4 		$10.4M Sell
31,046
-57
-0.2% -$18.5K 2.14% 6
2021
Q3 		$8.77M Buy
31,103
+51
+0.2% +$14.8K 2.13% 6
2021
Q2 		$8.41M Sell
31,052
-271
-0.9% -$68.9K 2.07% 6
2021
Q1 		$7.38M Buy
31,323
+2,014
+7% +$467K 1.93% 6
2020
Q4 		$6.52M Sell
29,309
-877
-3% -$189K 1.85% 8
2020
Q3 		$6.35M Sell
30,186
-219
-0.7% -$46K 2.04% 6
2020
Q2 		$6.19M Buy
30,405
+859
+3% +$156K 2.16% 6
2020
Q1 		$4.66M Buy
29,546
+1,490
+5% +$245K 1.58% 8
2019
Q4 		$4.42M Buy
+28,056
New +$4.12M 1.11% 8

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Center for Financial Planning's MSFT Position: Q2 2026 in Review

Center for Financial Planning reduced its Microsoft (MSFT) stake by 0.37% in Q2 2026, selling an estimated $39.7K and leaving 26,365 shares worth $9.83M. The position accounts for 0.92% of the portfolio, ranked #12.

Center for Financial Planning first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.7M in Q2 2024. 3,895 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Center for Financial Planning held 26,365 shares of Microsoft worth $9.83M as of Q2 2026.
  • Center for Financial Planning sold 98 Microsoft shares in Q2 2026, an estimated $39.7K.
  • Microsoft made up 0.92% of Center for Financial Planning's portfolio in Q2 2026, its #12 holding.
  • Center for Financial Planning first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Microsoft position peaked at $13.7M in Q2 2024.
  • 3,895 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.