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Delta Wealth Advisors’s Microsoft MSFT Stock Holding History

Delta 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 		$521K Buy
1,397
+100
+8% +$40.5K 0.37% 33
2026
Q1 		$480K Sell
1,297
-21
-2% -$8.79K 0.37% 34
2025
Q4 		$637K Hold
1,318
– – 0.53% 28
2025
Q3 		$683K Hold
1,318
– – 0.53% 26
2025
Q2 		$656K Sell
1,318
-301
-19% -$131K 0.55% 26
2025
Q1 		$608K Sell
1,619
-28
-2% -$11.4K 0.55% 23
2024
Q4 		$694K Sell
1,647
-47
-3% -$20K 0.65% 23
2024
Q3 		$729K Sell
1,694
-134
-7% -$57.3K 0.7% 21
2024
Q2 		$817K Buy
1,828
+116
+7% +$49K 0.8% 21
2024
Q1 		$720K Buy
+1,712
New +$693K 0.74% 27

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Delta Wealth Advisors increased its Microsoft (MSFT) stake by 7.7% in Q2 2026, buying an estimated $40.5K and bringing the position to 1,397 shares worth $521K. The position accounts for 0.37% of the portfolio, ranked #33.

Delta Wealth Advisors first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $817K in Q2 2024. 2,334 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Delta Wealth Advisors held 1,397 shares of Microsoft worth $521K as of Q2 2026.
  • Delta Wealth Advisors bought 100 Microsoft shares in Q2 2026, an estimated $40.5K.
  • Microsoft made up 0.37% of Delta Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Delta Wealth Advisors first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
  • Delta Wealth Advisors's Microsoft position peaked at $817K in Q2 2024.
  • 2,334 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.