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Colton Groome Financial Advisors’s Microsoft MSFT Stock Holding History

Colton Groome Financial 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 		$6.68M Buy
17,896
+777
+5% +$314K 1.61% 12
2026
Q1 		$6.34M Buy
17,119
+1,957
+13% +$819K 1.8% 11
2025
Q4 		$7.33M Buy
15,162
+1,267
+9% +$635K 2.1% 10
2025
Q3 		$7.2M Buy
13,895
+69
+0.5% +$35.2K 2.21% 9
2025
Q2 		$6.88M Buy
13,826
+110
+0.8% +$47.8K 2.33% 10
2025
Q1 		$5.42M Sell
13,716
-1,121
-8% -$457K 2.1% 12
2024
Q4 		$6.25M Sell
14,837
-680
-4% -$290K 2.39% 8
2024
Q3 		$6.68M Buy
15,517
+760
+5% +$325K 2.5% 8
2024
Q2 		$6.6M Buy
14,757
+271
+2% +$114K 2.6% 7
2024
Q1 		$6.09M Buy
14,486
+284
+2% +$115K 2.45% 7
2023
Q4 		$5.34M Buy
14,202
+2,993
+27% +$1.07M 2.33% 8
2023
Q3 		$3.54M Buy
11,209
+1,426
+15% +$471K 1.77% 14
2023
Q2 		$3.33M Buy
9,783
+1,384
+16% +$434K 1.56% 15
2023
Q1 		$2.42M Buy
8,399
+2,043
+32% +$521K 1.15% 27
2022
Q4 		$1.52M Buy
6,356
+2,327
+58% +$558K 0.75% 36
2022
Q3 		$938K Buy
4,029
+1,589
+65% +$420K 0.48% 43
2022
Q2 		$627K Buy
2,440
+200
+9% +$54.3K 0.31% 47
2022
Q1 		$691K Sell
2,240
-3,685
-62% -$1.11M 0.32% 49
2021
Q4 		$1.99M Buy
5,925
+435
+8% +$141K 0.81% 35
2021
Q3 		$1.55M Hold
5,490
– – 0.67% 32
2021
Q2 		$1.49M Buy
+5,490
New +$1.4M 0.68% 33

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
Mirae Asset Global Investments
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
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

Colton Groome Financial Advisors's MSFT Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Microsoft (MSFT) stake by 4.5% in Q2 2026, buying an estimated $314K and bringing the position to 17,896 shares worth $6.68M. The position accounts for 1.61% of the portfolio, ranked #12.

Colton Groome Financial Advisors first reported a position in MSFT in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.33M in Q4 2025. 1,632 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Colton Groome Financial Advisors held 17,896 shares of Microsoft worth $6.68M as of Q2 2026.
  • Colton Groome Financial Advisors bought 777 Microsoft shares in Q2 2026, an estimated $314K.
  • Microsoft made up 1.61% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Colton Groome Financial Advisors first reported a position in Microsoft in Q2 2021 and has held it in 21 quarters since.
  • Colton Groome Financial Advisors's Microsoft position peaked at $7.33M in Q4 2025.
  • 1,632 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.