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Highland Financial Advisors’s Microsoft MSFT Stock Holding History

Highland Financial 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 		$686K Buy
1,840
+145
+9% +$58.7K 0.15% 40
2026
Q1 		$628K Buy
1,695
+375
+28% +$157K 0.17% 39
2025
Q4 		$638K Buy
1,320
+121
+10% +$60.6K 0.18% 35
2025
Q3 		$621K Buy
1,199
+166
+16% +$84.7K 0.18% 35
2025
Q2 		$514K Hold
1,033
– – 0.16% 38
2025
Q1 		$388K Sell
1,033
-220
-18% -$89.7K 0.14% 39
2024
Q4 		$528K Buy
1,253
+474
+61% +$202K 0.18% 33
2024
Q3 		$335K Sell
779
-562
-42% -$240K 0.12% 36
2024
Q2 		$599K Buy
1,341
+423
+46% +$179K 0.22% 31
2024
Q1 		$386K Buy
918
+60
+7% +$24.3K 0.15% 39
2023
Q4 		$323K Sell
858
-6
-0.7% -$2.14K 0.14% 40
2023
Q3 		$273K Buy
864
+101
+13% +$33.4K 0.14% 38
2023
Q2 		$260K Sell
763
-873
-53% -$274K 0.13% 39
2023
Q1 		$472K Sell
1,636
-3
-0.2% -$765 0.26% 33
2022
Q4 		$393K Buy
1,639
+49
+3% +$11.8K 0.23% 34
2022
Q3 		$370K Hold
1,590
– – 0.26% 42
2022
Q2 		$408K Buy
+1,590
New +$432K 0.28% 38

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

Highland Financial Advisors's MSFT Position: Q2 2026 in Review

Highland Financial Advisors increased its Microsoft (MSFT) stake by 8.6% in Q2 2026, buying an estimated $58.7K and bringing the position to 1,840 shares worth $686K. The position accounts for 0.15% of the portfolio, ranked #40.

Highland Financial Advisors first reported a position in MSFT in Q2 2022 and has held it in 17 quarters since. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Highland Financial Advisors held 1,840 shares of Microsoft worth $686K as of Q2 2026.
  • Highland Financial Advisors bought 145 Microsoft shares in Q2 2026, an estimated $58.7K.
  • Microsoft made up 0.15% of Highland Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Highland Financial Advisors first reported a position in Microsoft in Q2 2022 and has held it in 17 quarters since.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.