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Etesian Wealth Advisors’s Microsoft MSFT Stock Holding History

Etesian 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 		$4.64M Sell
12,439
-115
-0.9% -$46.5K 1.37% 23
2026
Q1 		$4.65M Buy
12,554
+77
+0.6% +$32.2K 1.48% 18
2025
Q4 		$6.03M Sell
12,477
-283
-2% -$142K 1.89% 12
2025
Q3 		$6.61M Sell
12,760
-1,072
-8% -$547K 2.18% 12
2025
Q2 		$6.88M Sell
13,832
-171
-1% -$74.3K 2.57% 8
2025
Q1 		$5.26M Buy
14,003
+510
+4% +$208K 2.27% 11
2024
Q4 		$5.69M Buy
13,493
+118
+0.9% +$50.3K 2.52% 9
2024
Q3 		$5.76M Buy
13,375
+2,968
+29% +$1.27M 2.61% 9
2024
Q2 		$4.65M Buy
10,407
+178
+2% +$75.2K 2.61% 8
2024
Q1 		$4.3M Sell
10,229
-108
-1% -$43.7K 2.47% 9
2023
Q4 		$3.88M Buy
10,337
+25
+0.2% +$8.9K 2.33% 10
2023
Q3 		$3.26M Sell
10,312
-124
-1% -$41K 2.19% 10
2023
Q2 		$3.55M Sell
10,436
-90
-0.9% -$28.2K 2.32% 9
2023
Q1 		$3.03M Sell
10,526
-258
-2% -$65.8K 2.02% 9
2022
Q4 		$2.59M Buy
+10,784
New +$2.59M 1.88% 10

Other funds holding MSFT

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Etesian Wealth Advisors reduced its Microsoft (MSFT) stake by 0.92% in Q2 2026, selling an estimated $46.5K and leaving 12,439 shares worth $4.64M. The position accounts for 1.37% of the portfolio, ranked #23.

Etesian Wealth Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.88M in Q2 2025. 3,153 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Etesian Wealth Advisors held 12,439 shares of Microsoft worth $4.64M as of Q2 2026.
  • Etesian Wealth Advisors sold 115 Microsoft shares in Q2 2026, an estimated $46.5K.
  • Microsoft made up 1.37% of Etesian Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Etesian Wealth Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Microsoft position peaked at $6.88M in Q2 2025.
  • 3,153 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.