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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
2020
Q4 		– Sell
-1,500
Closed -$3K – 703
2020
Q3 		$3K Buy
+1,500
New +$315K ﹤0.01% 606

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.