Fifth Third Wealth Advisors’s Microsoft MSFT Stock Holding History

Fifth Third 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	$80.9M	Sell	216,871 -28	-0%	-$11.3K	2.26%	8
2026 Q1	$80.3M	Buy	216,899 +23,030	+12%	+$9.64M	2.71%	6
2025 Q4	$93.8M	Buy	193,869 +2,139	+1%	+$1.07M	3.29%	6
2025 Q3	$99.3M	Buy	191,730 +7,586	+4%	+$3.87M	3.66%	5
2025 Q2	$91.6M	Buy	184,144 +7,415	+4%	+$3.22M	3.84%	5
2025 Q1	$66.3M	Buy	176,729 +21,828	+14%	+$8.9M	3.44%	5
2024 Q4	$65.3M	Buy	154,901 +13,352	+9%	+$5.69M	3.54%	5
2024 Q3	$60.9M	Buy	141,549 +19,932	+16%	+$8.52M	3.73%	4
2024 Q2	$54.4M	Buy	121,617 +74,751	+159%	+$31.6M	4.12%	3
2024 Q1	$19.7M	Buy	46,866 +8,475	+22%	+$3.43M	3.07%	5
2023 Q4	$14.4M	Buy	38,391 +4,378	+13%	+$1.56M	4.69%	2
2023 Q3	$10.7M	Buy	34,013 +9,480	+39%	+$3.13M	4.34%	4
2023 Q2	$8.35M	Buy	24,533 +12,641	+106%	+$3.96M	5.39%	2
2023 Q1	$3.43M	Buy	+11,892	New	+$3.03M	6.34%	1

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Fifth Third Wealth Advisors's MSFT Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Microsoft (MSFT) stake by 0.01% in Q2 2026, selling an estimated $11.3K and leaving 216,871 shares worth $80.9M. The position accounts for 2.26% of the portfolio, ranked #8.

Fifth Third Wealth Advisors first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $99.3M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Fifth Third Wealth Advisors held 216,871 shares of Microsoft worth $80.9M as of Q2 2026.
Fifth Third Wealth Advisors sold 28 Microsoft shares in Q2 2026, an estimated $11.3K.
Microsoft made up 2.26% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Fifth Third Wealth Advisors first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
Fifth Third Wealth Advisors's Microsoft position peaked at $99.3M in Q3 2025.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.