Fiduciary Advisors Inc’s Microsoft MSFT Stock Holding History

Fiduciary Advisors Inc’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	$46.5K	Buy	125 +34	+37%	+$13.8K	0.03%	65
2026 Q1	$33.5K	Hold	91	–	–	0.03%	70
2025 Q4	$43.8K	Buy	91 +1	+1%	+$501	0.03%	64
2025 Q3	$46.9K	Hold	90	–	–	0.04%	56
2025 Q2	$45K	Hold	90	–	–	0.04%	55
2025 Q1	$33.9K	Hold	90	–	–	0.03%	56
2024 Q4	$38K	Buy	+90	New	+$38.3K	0.04%	56

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

Fiduciary Advisors Inc's MSFT Position: Q2 2026 in Review

Fiduciary Advisors Inc increased its Microsoft (MSFT) stake by 37% in Q2 2026, buying an estimated $13.8K and bringing the position to 125 shares worth $46.5K. The position accounts for 0.03% of the portfolio, ranked #65.

Fiduciary Advisors Inc first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $46.9K in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Fiduciary Advisors Inc held 125 shares of Microsoft worth $46.5K as of Q2 2026.
Fiduciary Advisors Inc bought 34 Microsoft shares in Q2 2026, an estimated $13.8K.
Microsoft made up 0.03% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #65 holding.
Fiduciary Advisors Inc first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Fiduciary Advisors Inc's Microsoft position peaked at $46.9K in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.