Fullerton Advisors’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$285K Buy
764
+13
+2% +$5.26K 0.27% 46
2026
Q1
$278K Buy
751
+44
+6% +$18.4K 0.29% 42
2025
Q4
$342K Buy
+707
New +$354K 0.34% 41

Other funds holding MSFT

Fullerton Advisors's MSFT Position: Q2 2026 in Review

Fullerton Advisors increased its Microsoft (MSFT) stake by 1.7% in Q2 2026, buying an estimated $5.26K and bringing the position to 764 shares worth $285K. The position accounts for 0.27% of the portfolio, ranked #46.

Fullerton Advisors first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $342K in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Fullerton Advisors held 764 shares of Microsoft worth $285K as of Q2 2026.
  • Fullerton Advisors bought 13 Microsoft shares in Q2 2026, an estimated $5.26K.
  • Microsoft made up 0.27% of Fullerton Advisors's portfolio in Q2 2026, its #46 holding.
  • Fullerton Advisors first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Fullerton Advisors's Microsoft position peaked at $342K in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Fullerton Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.