FORM Wealth Advisors’s Microsoft MSFT Stock Holding History

FORM 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	$700K	Sell	1,875 -700	-27%	-$283K	0.08%	27
2026 Q1	$953K	Sell	2,575 -32	-1%	-$13.4K	0.11%	28
2025 Q4	$1.26M	Buy	+2,607	New	+$1.31M	0.15%	25
2025 Q2	$1.68M	Buy	3,379 +133	+4%	+$57.8K	0.2%	22
2025 Q1	$1.22M	Buy	+3,246	New	+$1.32M	0.17%	24

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

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

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

FORM Wealth Advisors's MSFT Position: Q2 2026 in Review

FORM Wealth Advisors reduced its Microsoft (MSFT) stake by 27% in Q2 2026, selling an estimated $283K and leaving 1,875 shares worth $700K. The position accounts for 0.08% of the portfolio, ranked #27.

FORM Wealth Advisors first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.68M in Q2 2025. 1,685 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

FORM Wealth Advisors held 1,875 shares of Microsoft worth $700K as of Q2 2026.
FORM Wealth Advisors sold 700 Microsoft shares in Q2 2026, an estimated $283K.
Microsoft made up 0.08% of FORM Wealth Advisors's portfolio in Q2 2026, its #27 holding.
FORM Wealth Advisors first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's Microsoft position peaked at $1.68M in Q2 2025.
1,685 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.