Forthright Family Wealth Advisory’s Microsoft MSFT Stock Holding History

Forthright Family Wealth Advisory’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	$1.21M	Buy	3,249 +253	+8%	+$102K	0.69%	26
2026 Q1	$1.26M	Sell	2,996 -220	-7%	-$92.1K	0.85%	27
2025 Q4	$1.56M	Sell	3,216 -243	-7%	-$122K	0.98%	23
2025 Q3	$1.79M	Buy	3,459 +11	+0.3%	+$5.61K	1.1%	22
2025 Q2	$1.72M	Buy	3,448 +137	+4%	+$59.5K	1.09%	20
2025 Q1	$1.24M	Sell	3,311 -29	-0.9%	-$11.8K	0.82%	25
2024 Q4	$1.41M	Sell	3,340 -37	-1%	-$15.8K	0.91%	20
2024 Q3	$1.5M	Buy	3,377 +28	+0.8%	+$12K	0.96%	21
2024 Q2	$1.5M	Buy	3,349 +353	+12%	+$149K	0.96%	24
2024 Q1	$1.26M	Buy	2,996 +177	+6%	+$71.7K	0.85%	27
2023 Q4	$1.06M	Buy	+2,819	New	+$1M	0.83%	27

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Forthright Family Wealth Advisory's MSFT Position: Q2 2026 in Review

Forthright Family Wealth Advisory increased its Microsoft (MSFT) stake by 8.4% in Q2 2026, buying an estimated $102K and bringing the position to 3,249 shares worth $1.21M. The position accounts for 0.69% of the portfolio, ranked #26.

Forthright Family Wealth Advisory first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.79M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Forthright Family Wealth Advisory held 3,249 shares of Microsoft worth $1.21M as of Q2 2026.
Forthright Family Wealth Advisory bought 253 Microsoft shares in Q2 2026, an estimated $102K.
Microsoft made up 0.69% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #26 holding.
Forthright Family Wealth Advisory first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Forthright Family Wealth Advisory's Microsoft position peaked at $1.79M in Q3 2025.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.