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Comprehensive Financial Consultants Institutional’s Microsoft MSFT Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$6.41M Buy
17,184
+1,821
+12% +$737K 1.7% 8
2026
Q1 		$5.69M Buy
15,363
+1,091
+8% +$457K 1.69% 9
2025
Q4 		$6.9M Sell
14,272
-265
-2% -$133K 2.08% 4
2025
Q3 		$7.53M Sell
14,537
-142
-1% -$72.4K 2.33% 4
2025
Q2 		$7.3M Sell
14,679
-204
-1% -$88.6K 2.4% 3
2025
Q1 		$5.59M Buy
14,883
+188
+1% +$76.6K 1.99% 4
2024
Q4 		$6.19M Buy
14,695
+318
+2% +$135K 2.25% 4
2024
Q3 		$6.19M Sell
14,377
-258
-2% -$110K 2.26% 3
2024
Q2 		$6.54M Buy
14,635
+233
+2% +$98.4K 2.56% 2
2024
Q1 		$6.06M Buy
14,402
+344
+2% +$139K 2.51% 2
2023
Q4 		$5.29M Buy
14,058
+310
+2% +$110K 2.46% 2
2023
Q3 		$4.34M Buy
13,748
+608
+5% +$201K 2.28% 3
2023
Q2 		$4.54M Sell
13,140
-602
-4% -$189K 2.4% 2
2023
Q1 		$3.96M Buy
13,742
+1,184
+9% +$302K 2.24% 2
2022
Q4 		$3M Buy
12,558
+626
+5% +$150K 1.81% 5
2022
Q3 		$2.83M Buy
11,932
+1,121
+10% +$296K 1.87% 6
2022
Q2 		$2.74M Buy
10,811
+85
+0.8% +$23.1K 1.95% 5
2022
Q1 		$2.95M Buy
10,726
+392
+4% +$118K 2.05% 3
2021
Q4 		$3.07M Buy
+10,334
New +$3.35M 1.97% 6

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

Comprehensive Financial Consultants Institutional's MSFT Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $737K and bringing the position to 17,184 shares worth $6.41M. The position accounts for 1.7% of the portfolio, ranked #8.

Comprehensive Financial Consultants Institutional first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.53M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 17,184 shares of Microsoft worth $6.41M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 1,821 Microsoft shares in Q2 2026, an estimated $737K.
  • Microsoft made up 1.7% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #8 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Microsoft position peaked at $7.53M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.