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Invested Advisors’s Microsoft MSFT Stock Holding History

Invested 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 		$1.97M Sell
5,294
-120
-2% -$48.6K 1.75% 13
2026
Q1 		$2M Sell
5,414
-120
-2% -$50.2K 2.02% 10
2025
Q4 		$2.68M Buy
5,534
+239
+5% +$120K 2.77% 9
2025
Q3 		$2.25M Buy
+5,295
New +$2.7M 3.27% 7

Other funds holding MSFT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Invested Advisors's MSFT Position: Q2 2026 in Review

Invested Advisors reduced its Microsoft (MSFT) stake by 2.2% in Q2 2026, selling an estimated $48.6K and leaving 5,294 shares worth $1.97M. The position accounts for 1.75% of the portfolio, ranked #13.

Invested Advisors first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.68M in Q4 2025. 3,615 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Invested Advisors held 5,294 shares of Microsoft worth $1.97M as of Q2 2026.
  • Invested Advisors sold 120 Microsoft shares in Q2 2026, an estimated $48.6K.
  • Microsoft made up 1.75% of Invested Advisors's portfolio in Q2 2026, its #13 holding.
  • Invested Advisors first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Microsoft position peaked at $2.68M in Q4 2025.
  • 3,615 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.