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Doliver Advisors’s Microsoft MSFT Stock Holding History

Doliver 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 		$2.42M Sell
6,476
-201
-3% -$81.3K 0.55% 28
2026
Q1 		$2.47M Sell
6,677
-138
-2% -$57.7K 0.56% 21
2025
Q4 		$3.3M Buy
6,815
+1,603
+31% +$803K 0.82% 16
2025
Q3 		$2.7M Buy
5,212
+62
+1% +$31.6K 0.7% 20
2025
Q2 		$2.56M Sell
5,150
-317
-6% -$138K 0.7% 21
2025
Q1 		$2.05M Sell
5,467
-55
-1% -$22.4K 0.58% 27
2024
Q4 		$2.33M Buy
5,522
+372
+7% +$158K 0.65% 22
2024
Q3 		$2.22M Buy
5,150
+911
+21% +$389K 0.61% 22
2024
Q2 		$1.89M Sell
4,239
-52
-1% -$22K 0.53% 26
2024
Q1 		$1.81M Buy
4,291
+6
+0.1% +$2.43K 0.51% 28
2023
Q4 		$1.61M Sell
4,285
-191
-4% -$68K 0.49% 33
2023
Q3 		$1.41M Buy
4,476
+495
+12% +$164K 0.43% 36
2023
Q2 		$1.36M Sell
3,981
-1,645
-29% -$516K 0.41% 47
2023
Q1 		$1.62M Sell
5,626
-323
-5% -$82.4K 0.51% 28
2022
Q4 		$1.43M Sell
5,949
-1,094
-16% -$263K 0.47% 32
2022
Q3 		$1.64M Buy
7,043
+2,022
+40% +$534K 0.61% 24
2022
Q2 		$1.29M Buy
5,021
+4,226
+532% +$1.15M 0.46% 36
2022
Q1 		$245K Sell
795
-51
-6% -$15.3K 0.08% 147
2021
Q4 		$259K Buy
+846
New +$274K 0.08% 134
2021
Q3 		– Sell
-2,502
Closed -$678K – 180
2021
Q2 		$678K Buy
2,502
+432
+21% +$110K 0.22% 76
2021
Q1 		$488K Buy
2,070
+685
+49% +$159K 0.18% 87
2020
Q4 		$308K Sell
1,385
-170
-11% -$36.6K 0.14% 100
2020
Q3 		$327K Buy
+1,555
New +$327K 0.17% 105
2017
Q3 		– Sell
-4,498
Closed -$310K – 285
2017
Q2 		$310K Buy
+4,498
New +$309K 0.15% 143

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Doliver Advisors's MSFT Position: Q2 2026 in Review

Doliver Advisors reduced its Microsoft (MSFT) stake by 3% in Q2 2026, selling an estimated $81.3K and leaving 6,476 shares worth $2.42M. The position accounts for 0.55% of the portfolio, ranked #28.

Doliver Advisors first reported a position in MSFT in Q2 2017 and has held it in 24 quarters since. The position peaked at $3.3M in Q4 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Doliver Advisors held 6,476 shares of Microsoft worth $2.42M as of Q2 2026.
  • Doliver Advisors sold 201 Microsoft shares in Q2 2026, an estimated $81.3K.
  • Microsoft made up 0.55% of Doliver Advisors's portfolio in Q2 2026, its #28 holding.
  • Doliver Advisors first reported a position in Microsoft in Q2 2017 and has held it in 24 quarters since.
  • Doliver Advisors's Microsoft position peaked at $3.3M in Q4 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.