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Echo45 Advisors’s Microsoft MSFT Stock Holding History

Echo45 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 		$1.45M Sell
3,884
-930
-19% -$376K 0.75% 30
2026
Q1 		$1.78M Sell
4,814
-161
-3% -$67.4K 1% 29
2025
Q4 		$2.41M Buy
4,975
+198
+4% +$99.2K 1.37% 22
2025
Q3 		$2.47M Sell
4,777
-25
-0.5% -$12.8K 1.45% 19
2025
Q2 		$2.39M Sell
4,802
-165
-3% -$71.7K 1.51% 18
2025
Q1 		$1.86M Buy
4,967
+195
+4% +$79.5K 1.25% 21
2024
Q4 		$2.02M Buy
4,772
+45
+1% +$19.2K 1.33% 20
2024
Q3 		$2.03M Sell
4,727
-274
-5% -$117K 1.32% 19
2024
Q2 		$2.24M Sell
5,001
-855
-15% -$361K 1.57% 18
2024
Q1 		$2.46M Buy
5,856
+309
+6% +$125K 1.77% 17
2023
Q4 		$2.09M Buy
5,547
+124
+2% +$44.1K 1.61% 16
2023
Q3 		$1.71M Sell
5,423
-272
-5% -$89.9K 1.45% 17
2023
Q2 		$1.94M Sell
5,695
-195
-3% -$61.1K 1.6% 17
2023
Q1 		$1.7M Sell
5,890
-183
-3% -$46.7K 1.41% 17
2022
Q4 		$1.46M Buy
6,073
+139
+2% +$33.4K 1.31% 15
2022
Q3 		$1.38M Sell
5,934
-840
-12% -$222K 1.4% 16
2022
Q2 		$1.74M Sell
6,774
-2,434
-26% -$661K 1.64% 12
2022
Q1 		$2.84M Sell
9,208
-1,652
-15% -$497K 2.23% 12
2021
Q4 		$3.65M Buy
+10,860
New +$3.52M 2.92% 12

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Echo45 Advisors's MSFT Position: Q2 2026 in Review

Echo45 Advisors reduced its Microsoft (MSFT) stake by 19% in Q2 2026, selling an estimated $376K and leaving 3,884 shares worth $1.45M. The position accounts for 0.75% of the portfolio, ranked #30.

Echo45 Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.65M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Echo45 Advisors held 3,884 shares of Microsoft worth $1.45M as of Q2 2026.
  • Echo45 Advisors sold 930 Microsoft shares in Q2 2026, an estimated $376K.
  • Microsoft made up 0.75% of Echo45 Advisors's portfolio in Q2 2026, its #30 holding.
  • Echo45 Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Echo45 Advisors's Microsoft position peaked at $3.65M in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Echo45 Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.