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	$373K	Hold	1,000	–	–	﹤0.01%	1771
2026 Q1	$370K	Sell	1,000 -700	-41%	-$293K	﹤0.01%	1603
2025 Q4	$822K	Hold	1,700	–	–	0.01%	1001
2025 Q3	$876K	Buy	1,700 +1,000	+143%	+$510K	0.01%	788
2025 Q2	$348K	Buy	+700	New	+$304K	0.01%	1107

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

ATO

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

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 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.