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Client 1st Advisory Group’s Microsoft MSFT Stock Holding History

Client 1st Advisory Group’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 		$2.42M Buy
6,487
+671
+12% +$271K 0.63% 31
2026
Q1 		$2.15M Buy
5,816
+332
+6% +$139K 0.65% 28
2025
Q4 		$2.65M Buy
5,484
+1,574
+40% +$789K 0.83% 25
2025
Q3 		$2.03M Buy
3,910
+489
+14% +$249K 0.67% 25
2025
Q2 		$1.7M Sell
3,421
-52
-1% -$22.6K 0.62% 25
2025
Q1 		$1.3M Buy
3,473
+565
+19% +$230K 0.51% 28
2024
Q4 		$1.23M Buy
2,908
+194
+7% +$82.6K 0.47% 30
2024
Q3 		$1.17M Buy
2,714
+270
+11% +$115K 0.46% 32
2024
Q2 		$1.09M Buy
2,444
+154
+7% +$65K 0.47% 33
2024
Q1 		$964K Buy
2,290
+260
+13% +$105K 0.43% 32
2023
Q4 		$764K Buy
2,030
+313
+18% +$111K 0.37% 36
2023
Q3 		$542K Sell
1,717
-23
-1% -$7.6K 0.29% 48
2023
Q2 		$593K Buy
1,740
+38
+2% +$11.9K 0.31% 44
2023
Q1 		$491K Sell
1,702
-1,054
-38% -$269K 0.27% 50
2022
Q4 		$661K Hold
2,756
– – 0.39% 35
2022
Q3 		$642K Hold
2,756
– – 0.4% 33
2022
Q2 		$708K Buy
2,756
+103
+4% +$28K 0.42% 31
2022
Q1 		$818K Buy
2,653
+1,061
+67% +$319K 0.4% 38
2021
Q4 		$536K Sell
1,592
-207
-12% -$67.1K 0.26% 44
2021
Q3 		$507K Buy
1,799
+389
+28% +$113K 0.26% 43
2021
Q2 		$382K Hold
1,410
– – 0.2% 46
2021
Q1 		$332K Hold
1,410
– – 0.19% 46
2020
Q4 		$300K Hold
1,410
– – 0.19% 40
2020
Q3 		$305K Sell
1,410
-70
-5% -$14.7K 0.21% 41
2020
Q2 		$302K Buy
+1,480
New +$269K 0.25% 41

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
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
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
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

Client 1st Advisory Group's MSFT Position: Q2 2026 in Review

Client 1st Advisory Group increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $271K and bringing the position to 6,487 shares worth $2.42M. The position accounts for 0.63% of the portfolio, ranked #31.

Client 1st Advisory Group first reported a position in MSFT in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.65M in Q4 2025. 1,384 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Client 1st Advisory Group held 6,487 shares of Microsoft worth $2.42M as of Q2 2026.
  • Client 1st Advisory Group bought 671 Microsoft shares in Q2 2026, an estimated $271K.
  • Microsoft made up 0.63% of Client 1st Advisory Group's portfolio in Q2 2026, its #31 holding.
  • Client 1st Advisory Group first reported a position in Microsoft in Q2 2020 and has held it in 25 quarters since.
  • Client 1st Advisory Group's Microsoft position peaked at $2.65M in Q4 2025.
  • 1,384 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.