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Dynamic Advisor Solutions’s Microsoft MSFT Stock Holding History

Dynamic Advisor Solutions’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 		$46.4M Sell
124,487
-6,871
-5% -$2.78M 1.32% 6
2026
Q1 		$48.6M Sell
131,358
-4,348
-3% -$1.82M 1.53% 4
2025
Q4 		$65.6M Sell
135,706
-15,141
-10% -$7.59M 2.11% 3
2025
Q3 		$78.1M Buy
150,847
+268
+0.2% +$137K 2.27% 2
2025
Q2 		$74.9M Sell
150,579
-1,092
-0.7% -$474K 2.31% 2
2025
Q1 		$56.9M Sell
151,671
-288
-0.2% -$117K 1.88% 4
2024
Q4 		$64.1M Sell
151,959
-8,146
-5% -$3.47M 2.77% 3
2024
Q3 		$68.9M Sell
160,105
-1,316
-0.8% -$563K 2.07% 4
2024
Q2 		$72.1M Buy
161,421
+2,564
+2% +$1.08M 2.27% 3
2024
Q1 		$66.8M Buy
158,857
+2,140
+1% +$866K 2.26% 3
2023
Q4 		$57.6M Buy
156,717
+23,878
+18% +$8.5M 2.15% 3
2023
Q3 		$41.9M Buy
132,839
+11,068
+9% +$3.66M 1.98% 3
2023
Q2 		$41.5M Sell
121,771
-2,781
-2% -$872K 2.15% 3
2023
Q1 		$35.9M Buy
124,552
+7,634
+7% +$1.95M 2.1% 3
2022
Q4 		$28M Sell
116,918
-2,194
-2% -$527K 1.91% 4
2022
Q3 		$27.7M Sell
119,112
-3,394
-3% -$896K 2.11% 5
2022
Q2 		$31.5M Buy
122,506
+12,208
+11% +$3.31M 2.42% 3
2022
Q1 		$34M Buy
110,298
+31,994
+41% +$9.63M 2.37% 3
2021
Q4 		$26.3M Buy
78,304
+1,190
+2% +$386K 1.88% 5
2021
Q3 		$21.7M Buy
77,114
+5,040
+7% +$1.47M 1.64% 5
2021
Q2 		$19.5M Buy
72,074
+5,738
+9% +$1.46M 1.55% 5
2021
Q1 		$15.6M Sell
66,336
-6,223
-9% -$1.44M 1.45% 7
2020
Q4 		$16.1M Buy
72,559
+3,528
+5% +$759K 1.51% 6
2020
Q3 		$14.5M Buy
69,031
+8,862
+15% +$1.86M 1.65% 6
2020
Q2 		$12.2M Buy
60,169
+6,176
+11% +$1.12M 1.65% 7
2020
Q1 		$8.52M Sell
53,993
-9,295
-15% -$1.53M 1.55% 6
2019
Q4 		$9.98M Sell
63,288
-1,126
-2% -$165K 1.36% 7
2019
Q3 		$8.96M Buy
64,414
+1,856
+3% +$255K 1.39% 7
2019
Q2 		$8.38M Buy
62,558
+6,326
+11% +$803K 1.35% 8
2019
Q1 		$6.63M Buy
56,232
+2,283
+4% +$249K 1.25% 10
2018
Q4 		$5.78M Buy
53,949
+202
+0.4% +$21.6K 1.23% 10
2018
Q3 		$6.15M Buy
53,747
+3,148
+6% +$341K 1.27% 8
2018
Q2 		$4.99M Buy
50,599
+9,156
+22% +$887K 1.13% 9
2018
Q1 		$3.78M Buy
41,443
+22,622
+120% +$2.07M 0.97% 18
2017
Q4 		$1.61M Buy
18,821
+1,459
+8% +$120K 0.53% 67
2017
Q3 		$1.29M Sell
17,362
-2,691
-13% -$197K 0.51% 67
2017
Q2 		$1.38M Buy
20,053
+1,603
+9% +$110K 0.53% 63
2017
Q1 		$1.22M Buy
18,450
+1,871
+11% +$120K 0.47% 66
2016
Q4 		$1.03M Buy
16,579
+655
+4% +$39.4K 0.41% 71
2016
Q3 		$917K Buy
15,924
+10,242
+180% +$578K 0.35% 90
2016
Q2 		$291K Sell
5,682
-449
-7% -$23.3K 0.12% 169
2016
Q1 		$339K Buy
6,131
+198
+3% +$10.4K 0.14% 154
2015
Q4 		$329K Buy
+5,933
New +$312K 0.14% 170
2015
Q3 		– Sell
-6,572
Closed -$290K – 202
2015
Q2 		$290K Buy
6,572
+306
+5% +$14K 0.17% 127
2015
Q1 		$255K Buy
6,266
+1,559
+33% +$67.9K 0.13% 167
2014
Q4 		$219K Buy
4,707
+33
+0.7% +$1.55K 0.12% 171
2014
Q3 		$217K Buy
+4,674
New +$208K 0.12% 173
2014
Q2 		– Sell
-9,996
Closed -$403K – 223
2014
Q1 		$403K Buy
+9,996
New +$375K 0.27% 126

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

Dynamic Advisor Solutions's MSFT Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Microsoft (MSFT) stake by 5.2% in Q2 2026, selling an estimated $2.78M and leaving 124,487 shares worth $46.4M. The position accounts for 1.32% of the portfolio, ranked #6.

Dynamic Advisor Solutions first reported a position in MSFT in Q1 2014 and has held it in 48 quarters since. The position peaked at $78.1M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Dynamic Advisor Solutions held 124,487 shares of Microsoft worth $46.4M as of Q2 2026.
  • Dynamic Advisor Solutions sold 6,871 Microsoft shares in Q2 2026, an estimated $2.78M.
  • Microsoft made up 1.32% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #6 holding.
  • Dynamic Advisor Solutions first reported a position in Microsoft in Q1 2014 and has held it in 48 quarters since.
  • Dynamic Advisor Solutions's Microsoft position peaked at $78.1M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.