Fortune Financial Advisors’s Microsoft MSFT Stock Holding History

Fortune Financial 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	$4.2M	Buy	11,249 +1,083	+11%	+$438K	1.8%	11
2026 Q1	$3.76M	Buy	10,166 +2,896	+40%	+$1.21M	1.92%	9
2025 Q4	$3.52M	Buy	7,270 +137	+2%	+$68.7K	2.37%	9
2025 Q3	$3.69M	Buy	7,133 +115	+2%	+$58.7K	2.78%	8
2025 Q2	$3.49M	Buy	7,018 +131	+2%	+$56.9K	2.81%	6
2025 Q1	$2.59M	Buy	6,887 +510	+8%	+$208K	2.23%	11
2024 Q4	$2.69M	Buy	6,377 +54	+0.9%	+$23K	2.44%	9
2024 Q3	$2.72M	Sell	6,323 -12,514	-66%	-$5.35M	2.46%	11
2024 Q2	$8.42M	Buy	18,837 +875	+5%	+$370K	5.16%	2
2024 Q1	$7.56M	Buy	17,962 +1,291	+8%	+$523K	4.79%	2
2023 Q4	$6.27M	Buy	16,671 +486	+3%	+$173K	4.38%	2
2023 Q3	$5.11M	Buy	16,185 +42	+0.3%	+$13.9K	3.91%	2
2023 Q2	$5.5M	Buy	+16,143	New	+$5.06M	4.13%	2

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

Fortune Financial Advisors's MSFT Position: Q2 2026 in Review

Fortune Financial Advisors increased its Microsoft (MSFT) stake by 11% in Q2 2026, buying an estimated $438K and bringing the position to 11,249 shares worth $4.2M. The position accounts for 1.8% of the portfolio, ranked #11.

Fortune Financial Advisors first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.42M in Q2 2024. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Fortune Financial Advisors held 11,249 shares of Microsoft worth $4.2M as of Q2 2026.
Fortune Financial Advisors bought 1,083 Microsoft shares in Q2 2026, an estimated $438K.
Microsoft made up 1.8% of Fortune Financial Advisors's portfolio in Q2 2026, its #11 holding.
Fortune Financial Advisors first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's Microsoft position peaked at $8.42M in Q2 2024.
3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.