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Gradient Capital Advisors’s Microsoft MSFT Stock Holding History

Gradient Capital 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
2022
Q2 		– Sell
-100
Closed -$31K – 122
2022
Q1 		$31K Buy
+100
New +$30.1K 0.01% 124

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Gradient Capital Advisors's MSFT Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Microsoft (MSFT) stake by 2.3% in Q2 2026, selling an estimated $130K and leaving 13,695 shares worth $5.11M. The position accounts for 1.18% of the portfolio, ranked #27.

Gradient Capital Advisors first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.62M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Gradient Capital Advisors held 13,695 shares of Microsoft worth $5.11M as of Q2 2026.
  • Gradient Capital Advisors sold 321 Microsoft shares in Q2 2026, an estimated $130K.
  • Microsoft made up 1.18% of Gradient Capital Advisors's portfolio in Q2 2026, its #27 holding.
  • Gradient Capital Advisors first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
  • Gradient Capital Advisors's Microsoft position peaked at $7.62M in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.