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Goldstein Advisors’s Microsoft MSFT Stock Holding History

Goldstein 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 		$4.52M Buy
12,107
+1,341
+12% +$543K 0.41% 31
2026
Q1 		$3.99M Buy
10,766
+860
+9% +$360K 0.44% 31
2025
Q4 		$4.79M Buy
9,906
+134
+1% +$67.2K 0.55% 30
2025
Q3 		$5.06M Buy
9,772
+41
+0.4% +$20.9K 0.62% 27
2025
Q2 		$4.84M Sell
9,731
-1,126
-10% -$489K 0.65% 24
2025
Q1 		$4.08M Buy
10,857
+218
+2% +$88.9K 0.6% 23
2024
Q4 		$4.48M Buy
10,639
+335
+3% +$143K 0.65% 25
2024
Q3 		$4.43M Buy
10,304
+429
+4% +$183K 0.67% 22
2024
Q2 		$4.41M Buy
9,875
+276
+3% +$117K 0.74% 23
2024
Q1 		$4.04M Buy
9,599
+5
+0.1% +$2.02K 0.69% 25
2023
Q4 		$3.61M Buy
9,594
+415
+5% +$148K 0.61% 26
2023
Q3 		$2.9M Buy
9,179
+147
+2% +$48.6K 0.6% 29
2023
Q2 		$3.08M Sell
9,032
-108
-1% -$33.8K 0.64% 28
2023
Q1 		$2.63M Sell
9,140
-2,043
-18% -$521K 0.58% 31
2022
Q4 		$2.68M Buy
+11,183
New +$2.68M 0.65% 29

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Goldstein Advisors's MSFT Position: Q2 2026 in Review

Goldstein Advisors increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $543K and bringing the position to 12,107 shares worth $4.52M. The position accounts for 0.41% of the portfolio, ranked #31.

Goldstein Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.06M in Q3 2025. 3,222 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Goldstein Advisors held 12,107 shares of Microsoft worth $4.52M as of Q2 2026.
  • Goldstein Advisors bought 1,341 Microsoft shares in Q2 2026, an estimated $543K.
  • Microsoft made up 0.41% of Goldstein Advisors's portfolio in Q2 2026, its #31 holding.
  • Goldstein Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Goldstein Advisors's Microsoft position peaked at $5.06M in Q3 2025.
  • 3,222 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.