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DHJJ Financial Advisors’s Microsoft MSFT Stock Holding History

DHJJ 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 		$700K Buy
1,875
+59
+3% +$23.9K 0.2% 87
2026
Q1 		$672K Buy
1,816
+4
+0.2% +$1.67K 0.22% 84
2025
Q4 		$876K Sell
1,812
-12
-0.7% -$6.01K 0.29% 67
2025
Q3 		$945K Sell
1,824
-6
-0.3% -$3.06K 0.32% 59
2025
Q2 		$910K Buy
1,830
+196
+12% +$85.1K 0.33% 57
2025
Q1 		$613K Sell
1,634
-71
-4% -$28.9K 0.25% 78
2024
Q4 		$719K Hold
1,705
– – 0.28% 70
2024
Q3 		$734K Sell
1,705
-32
-2% -$13.7K 0.29% 64
2024
Q2 		$776K Buy
1,737
+27
+2% +$11.4K 0.33% 57
2024
Q1 		$720K Sell
1,710
-9
-0.5% -$3.64K 0.32% 58
2023
Q4 		$646K Buy
1,719
+38
+2% +$13.5K 0.3% 63
2023
Q3 		$531K Sell
1,681
-21
-1% -$6.94K 0.27% 69
2023
Q2 		$580K Sell
1,702
-60
-3% -$18.8K 0.3% 69
2023
Q1 		$503K Sell
1,762
-60
-3% -$15.3K 0.27% 75
2022
Q4 		$436K Sell
1,822
-5
-0.3% -$1.2K 0.25% 86
2022
Q3 		$425K Sell
1,827
-7
-0.4% -$1.85K 0.25% 82
2022
Q2 		$471K Buy
1,834
+3
+0.2% +$814 0.26% 77
2022
Q1 		$567K Hold
1,831
– – 0.27% 71
2021
Q4 		$616K Buy
1,831
+59
+3% +$19.1K 0.29% 67
2021
Q3 		$500K Sell
1,772
-11
-0.6% -$3.2K 0.26% 75
2021
Q2 		$482K Sell
1,783
-14
-0.8% -$3.56K 0.25% 75
2021
Q1 		$424K Buy
1,797
+52
+3% +$12.1K 0.25% 74
2020
Q4 		$388K Buy
+1,745
New +$375K 0.24% 71

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

DHJJ Financial Advisors's MSFT Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Microsoft (MSFT) stake by 3.2% in Q2 2026, buying an estimated $23.9K and bringing the position to 1,875 shares worth $700K. The position accounts for 0.2% of the portfolio, ranked #87.

DHJJ Financial Advisors first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $945K in Q3 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • DHJJ Financial Advisors held 1,875 shares of Microsoft worth $700K as of Q2 2026.
  • DHJJ Financial Advisors bought 59 Microsoft shares in Q2 2026, an estimated $23.9K.
  • Microsoft made up 0.2% of DHJJ Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • DHJJ Financial Advisors first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • DHJJ Financial Advisors's Microsoft position peaked at $945K in Q3 2025.
  • 2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.