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Financial Solutions Advisory Group’s Microsoft MSFT Stock Holding History

Financial Solutions Advisory Group’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 		$4.14M Buy
10,774
+198
+2% +$80.1K 0.52% 32
2026
Q1 		$3.91M Buy
+10,576
New +$4.43M 0.54% 30

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

Financial Solutions Advisory Group's MSFT Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its Microsoft (MSFT) stake by 1.9% in Q2 2026, buying an estimated $80.1K and bringing the position to 10,774 shares worth $4.14M. The position accounts for 0.52% of the portfolio, ranked #32.

Financial Solutions Advisory Group first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 1,898 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Financial Solutions Advisory Group held 10,774 shares of Microsoft worth $4.14M as of Q2 2026.
  • Financial Solutions Advisory Group bought 198 Microsoft shares in Q2 2026, an estimated $80.1K.
  • Microsoft made up 0.52% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #32 holding.
  • Financial Solutions Advisory Group first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
  • 1,898 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.