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Henrickson Nauta Wealth Advisors’s Microsoft MSFT Stock Holding History

Henrickson Nauta 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 		$2M Buy
5,349
+1,452
+37% +$587K 0.49% 22
2026
Q1 		$1.44M Sell
3,897
-2,159
-36% -$903K 0.4% 21
2025
Q4 		$2.9M Buy
6,056
+2,595
+75% +$1.3M 0.43% 20
2025
Q3 		$1.79M Buy
3,461
+262
+8% +$134K 0.57% 19
2025
Q2 		$1.59M Buy
3,199
+217
+7% +$94.2K 0.55% 19
2025
Q1 		$1.14M Buy
2,982
+75
+3% +$30.6K 0.47% 20
2024
Q4 		$1.23M Sell
2,907
-143
-5% -$60.9K 0.5% 19
2024
Q3 		$1.31M Sell
3,050
-11
-0.4% -$4.7K 0.52% 19
2024
Q2 		$1.37M Sell
3,061
-263
-8% -$111K 0.58% 19
2024
Q1 		$1.41M Buy
3,324
+62
+2% +$25.1K 0.62% 16
2023
Q4 		$1.23M Buy
3,262
+398
+14% +$142K 0.6% 20
2023
Q3 		$904K Sell
2,864
-60
-2% -$19.8K 0.55% 18
2023
Q2 		$996K Buy
2,924
+26
+0.9% +$8.15K 0.68% 17
2023
Q1 		$835K Buy
2,898
+36
+1% +$9.18K 0.6% 20
2022
Q4 		$686K Sell
2,862
-121
-4% -$29K 0.55% 21
2022
Q3 		$695K Buy
2,983
+34
+1% +$8.98K 0.66% 19
2022
Q2 		$757K Buy
2,949
+5
+0.2% +$1.36K 0.69% 17
2022
Q1 		$908K Sell
2,944
-33
-1% -$9.93K 0.76% 13
2021
Q4 		$882K Buy
+2,977
New +$965K 0.72% 14

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's MSFT Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its Microsoft (MSFT) stake by 37% in Q2 2026, buying an estimated $587K and bringing the position to 5,349 shares worth $2M. The position accounts for 0.49% of the portfolio, ranked #22.

Henrickson Nauta Wealth Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.9M in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 5,349 shares of Microsoft worth $2M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 1,452 Microsoft shares in Q2 2026, an estimated $587K.
  • Microsoft made up 0.49% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Henrickson Nauta Wealth Advisors's Microsoft position peaked at $2.9M in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.