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 Q1	–	Sell	-100	Closed	-$48.4K	–	197
2025 Q4	$48.4K	Buy	+100	New	+$50.1K	0.01%	191

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

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 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 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.