Fortitude Advisory Group’s Microsoft MSFT Stock Holding History

Fortitude 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	$10.2M	Buy	27,352 +524	+2%	+$212K	3.9%	3
2026 Q1	$9.93M	Sell	26,828 -465	-2%	-$195K	4.47%	3
2025 Q4	$13.2M	Sell	27,293 -91	-0.3%	-$45.6K	5.6%	4
2025 Q3	$14.2M	Buy	27,384 +171	+0.6%	+$87.2K	7.62%	2
2025 Q2	$13.5M	Sell	27,213 -201	-0.7%	-$87.3K	7.73%	2
2025 Q1	$10.2M	Sell	27,414 -902	-3%	-$368K	7.32%	2
2024 Q4	$11.9M	Sell	28,316 -204	-0.7%	-$86.9K	7.19%	2
2024 Q3	$12.3M	Sell	28,520 -446	-2%	-$191K	7.74%	2
2024 Q2	$12.9M	Sell	28,966 -1,062	-4%	-$449K	7.74%	3
2024 Q1	$12.6M	Buy	30,028 +2,051	+7%	+$830K	7.14%	3
2023 Q4	$10.5M	Sell	27,977 -1,046	-4%	-$372K	6.39%	3
2023 Q3	$9.16M	Buy	29,023 +2,116	+8%	+$699K	6.2%	3
2023 Q2	$9.16M	Sell	26,907 -1,142	-4%	-$358K	6.73%	2
2023 Q1	$8.09M	Buy	28,049 +1,778	+7%	+$454K	6.27%	2
2022 Q4	$6.3M	Buy	26,271 +2,063	+9%	+$495K	5.36%	2
2022 Q3	$5.64M	Buy	24,208 +378	+2%	+$99.8K	5.35%	2
2022 Q2	$6.12M	Buy	23,830 +273	+1%	+$74.1K	5.6%	2
2022 Q1	$7.26M	Sell	23,557 -926	-4%	-$279K	3.87%	3
2021 Q4	$8.23M	Buy	+24,483	New	+$7.94M	4.14%	3

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Fortitude Advisory Group's MSFT Position: Q2 2026 in Review

Fortitude Advisory Group increased its Microsoft (MSFT) stake by 2% in Q2 2026, buying an estimated $212K and bringing the position to 27,352 shares worth $10.2M. The position accounts for 3.9% of the portfolio, ranked #3.

Fortitude Advisory Group first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.2M in Q3 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Fortitude Advisory Group held 27,352 shares of Microsoft worth $10.2M as of Q2 2026.
Fortitude Advisory Group bought 524 Microsoft shares in Q2 2026, an estimated $212K.
Microsoft made up 3.9% of Fortitude Advisory Group's portfolio in Q2 2026, its #3 holding.
Fortitude Advisory Group first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
Fortitude Advisory Group's Microsoft position peaked at $14.2M in Q3 2025.
2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.