Independence Financial Advisors’s Microsoft MSFT Stock Holding History

Independence 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	$620K	Sell	1,663 -582	-26%	-$235K	0.16%	38
2026 Q1	$831K	Sell	2,245 -368	-14%	-$154K	0.25%	31
2025 Q4	$1.26M	Buy	2,613 +14	+0.5%	+$7.02K	0.35%	30
2025 Q3	$1.35M	Sell	2,599 -156	-6%	-$79.6K	0.41%	28
2025 Q2	$1.37M	Sell	2,755 -54	-2%	-$23.5K	0.53%	26
2025 Q1	$1.05M	Buy	+2,809	New	+$1.15M	0.4%	22

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Independence Financial Advisors reduced its Microsoft (MSFT) stake by 26% in Q2 2026, selling an estimated $235K and leaving 1,663 shares worth $620K. The position accounts for 0.16% of the portfolio, ranked #38.

Independence Financial Advisors first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.37M in Q2 2025. 2,541 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Independence Financial Advisors held 1,663 shares of Microsoft worth $620K as of Q2 2026.
Independence Financial Advisors sold 582 Microsoft shares in Q2 2026, an estimated $235K.
Microsoft made up 0.16% of Independence Financial Advisors's portfolio in Q2 2026, its #38 holding.
Independence Financial Advisors first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
Independence Financial Advisors's Microsoft position peaked at $1.37M in Q2 2025.
2,541 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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