Emergent Wealth Advisors’s Microsoft MSFT Stock Holding History

Emergent Wealth 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	$1.7M	Buy	4,463 +412	+10%	+$167K	0.88%	26
2026 Q1	$1.5M	Buy	4,051 +746	+23%	+$312K	0.89%	25
2025 Q4	$1.6M	Buy	3,305 +256	+8%	+$128K	0.9%	27
2025 Q3	$1.58M	Buy	3,049 +638	+26%	+$325K	0.92%	26
2025 Q2	$1.2M	Buy	2,411 +22	+0.9%	+$9.55K	0.77%	30
2025 Q1	$897K	Buy	2,389 +231	+11%	+$94.2K	0.65%	32
2024 Q4	$910K	Buy	2,158 +88	+4%	+$37.5K	0.66%	33
2024 Q3	$891K	Buy	2,070 +211	+11%	+$90.2K	0.66%	33
2024 Q2	$861K	Buy	1,859 +693	+59%	+$293K	0.69%	30
2024 Q1	$490K	Buy	1,166 +139	+14%	+$56.3K	0.42%	43
2023 Q4	$386K	Buy	+1,027	New	+$366K	0.36%	55

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Emergent Wealth Advisors's MSFT Position: Q2 2026 in Review

Emergent Wealth Advisors increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $167K and bringing the position to 4,463 shares worth $1.7M. The position accounts for 0.88% of the portfolio, ranked #26.

Emergent Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. 2,648 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Emergent Wealth Advisors held 4,463 shares of Microsoft worth $1.7M as of Q2 2026.
Emergent Wealth Advisors bought 412 Microsoft shares in Q2 2026, an estimated $167K.
Microsoft made up 0.88% of Emergent Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Emergent Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
2,648 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.