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Grey Fox Wealth Advisors’s Microsoft MSFT Stock Holding History

Grey Fox Wealth 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 		$1.49M Buy
3,983
+1,465
+58% +$593K 0.23% 59
2026
Q1 		$932K Buy
2,518
+500
+25% +$209K 0.18% 67
2025
Q4 		$976K Sell
2,018
-146
-7% -$73.2K 0.2% 65
2025
Q3 		$1.12M Buy
2,164
+146
+7% +$74.5K 0.23% 62
2025
Q2 		$1M Sell
2,018
-5
-0.2% -$2.17K 0.24% 60
2025
Q1 		$760K Buy
2,023
+214
+12% +$87.2K 0.2% 70
2024
Q4 		$763K Buy
1,809
+101
+6% +$43K 0.21% 71
2024
Q3 		$735K Buy
1,708
+35
+2% +$15K 0.2% 69
2024
Q2 		$748K Buy
1,673
+159
+11% +$67.1K 0.26% 59
2024
Q1 		$637K Buy
1,514
+155
+11% +$62.7K 0.24% 58
2023
Q4 		$511K Buy
1,359
+79
+6% +$28.1K 0.22% 64
2023
Q3 		$404K Sell
1,280
-35
-3% -$11.6K 0.2% 73
2023
Q2 		$448K Sell
1,315
-172
-12% -$53.9K 0.23% 65
2023
Q1 		$429K Sell
1,487
-275
-16% -$70.1K 0.25% 59
2022
Q4 		$423K Buy
+1,762
New +$423K 0.28% 57

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
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
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Grey Fox Wealth Advisors's MSFT Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Microsoft (MSFT) stake by 58% in Q2 2026, buying an estimated $593K and bringing the position to 3,983 shares worth $1.49M. The position accounts for 0.23% of the portfolio, ranked #59.

Grey Fox Wealth Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Grey Fox Wealth Advisors held 3,983 shares of Microsoft worth $1.49M as of Q2 2026.
  • Grey Fox Wealth Advisors bought 1,465 Microsoft shares in Q2 2026, an estimated $593K.
  • Microsoft made up 0.23% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Grey Fox Wealth Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.