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Farther Finance Advisors’s Microsoft MSFT Stock Holding History

Farther Finance 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 		$74.6K Buy
+200
New +$80.9K ﹤0.01% 2940
2026
Q1 		– Sell
-100
Closed -$48.4K – 5847
2025
Q4 		$48.4K Sell
100
-400
-80% -$200K ﹤0.01% 2843
2025
Q3 		$258K Buy
+500
New +$255K ﹤0.01% 1465

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

Farther Finance Advisors's MSFT Position: Q2 2026 in Review

Farther Finance Advisors increased its Microsoft (MSFT) stake by 8% in Q2 2026, buying an estimated $10.2M and bringing the position to 343,272 shares worth $128M. The position accounts for 1% of the portfolio, ranked #13.

Farther Finance Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $141M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Farther Finance Advisors held 343,272 shares of Microsoft worth $128M as of Q2 2026.
  • Farther Finance Advisors bought 25,318 Microsoft shares in Q2 2026, an estimated $10.2M.
  • Microsoft made up 1% of Farther Finance Advisors's portfolio in Q2 2026, its #13 holding.
  • Farther Finance Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Microsoft position peaked at $141M in Q4 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.