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Englebert Financial Advisers’s Microsoft MSFT Stock Holding History

Englebert Financial Advisers’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
Q1 		– Sell
-400
Closed -$131K – 61
2025
Q4 		$131K Buy
+400
New +$200K 0.15% 52

Other funds holding MSFT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Englebert Financial Advisers's MSFT Position: Q2 2026 in Review

Englebert Financial Advisers increased its Microsoft (MSFT) stake by 3.2% in Q2 2026, buying an estimated $35.2K and bringing the position to 2,772 shares worth $1.03M. The position accounts for 1.02% of the portfolio, ranked #22.

Englebert Financial Advisers first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 3,333 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Englebert Financial Advisers held 2,772 shares of Microsoft worth $1.03M as of Q2 2026.
  • Englebert Financial Advisers bought 87 Microsoft shares in Q2 2026, an estimated $35.2K.
  • Microsoft made up 1.02% of Englebert Financial Advisers's portfolio in Q2 2026, its #22 holding.
  • Englebert Financial Advisers first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 3,333 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.