Centerline Wealth Advisors’s Microsoft MSFT Stock Holding History

Centerline 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	$736K	Sell	1,973 -71	-3%	-$28.7K	0.23%	50
2026 Q1	$757K	Sell	2,044 -19	-0.9%	-$7.95K	0.27%	43
2025 Q4	$998K	Sell	2,063 -9	-0.4%	-$4.51K	0.36%	35
2025 Q3	$1.07M	Buy	2,072 +205	+11%	+$105K	0.47%	25
2025 Q2	$929K	Sell	1,867 -4	-0.2%	-$1.74K	0.46%	24
2025 Q1	$702K	Sell	1,871 -87	-4%	-$35.5K	0.42%	23
2024 Q4	$818K	Buy	+1,958	New	+$834K	0.48%	21

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Centerline Wealth Advisors reduced its Microsoft (MSFT) stake by 3.5% in Q2 2026, selling an estimated $28.7K and leaving 1,973 shares worth $736K. The position accounts for 0.23% of the portfolio, ranked #50.

Centerline Wealth Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q3 2025. 2,143 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Centerline Wealth Advisors held 1,973 shares of Microsoft worth $736K as of Q2 2026.
Centerline Wealth Advisors sold 71 Microsoft shares in Q2 2026, an estimated $28.7K.
Microsoft made up 0.23% of Centerline Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Centerline Wealth Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Centerline Wealth Advisors's Microsoft position peaked at $1.07M in Q3 2025.
2,143 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.