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Investment Advisory Services’s Microsoft MSFT Stock Holding History

Investment Advisory Services’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 		$13.5M Sell
36,139
-503
-1% -$204K 3.88% 3
2026
Q1 		$13.6M Sell
36,642
-738
-2% -$309K 4.31% 4
2025
Q4 		$18.1M Sell
37,380
-964
-3% -$483K 5.66% 3
2025
Q3 		$19.9M Sell
38,344
-290
-0.8% -$148K 6.26% 3
2025
Q2 		$19.2M Sell
38,634
-1,021
-3% -$443K 6.41% 3
2025
Q1 		$14.9M Sell
39,655
-5,368
-12% -$2.19M 5.38% 4
2024
Q4 		$19M Sell
45,023
-3,815
-8% -$1.62M 6.69% 3
2024
Q3 		$21M Sell
48,838
-5,581
-10% -$2.39M 7.42% 3
2024
Q2 		$24.3M Sell
54,419
-2,366
-4% -$999K 8.91% 2
2024
Q1 		$23.9M Sell
56,785
-957
-2% -$387K 8.77% 2
2023
Q4 		$21.7M Sell
57,742
-10
-0% -$3.56K 8.57% 2
2023
Q3 		$18.2M Buy
57,752
+200
+0.3% +$66.1K 7.85% 2
2023
Q2 		$19.6M Buy
57,552
+338
+0.6% +$106K 8.27% 2
2023
Q1 		$16.5M Sell
57,214
-544
-0.9% -$139K 8.12% 2
2022
Q4 		$13.9M Buy
57,758
+469
+0.8% +$113K 7.13% 3
2022
Q3 		$13.3M Sell
57,289
-197
-0.3% -$52K 7.97% 2
2022
Q2 		$14.8M Buy
57,486
+1,240
+2% +$337K 8.53% 2
2022
Q1 		$17.3M Sell
56,246
-59
-0.1% -$17.8K 9.67% 2
2021
Q4 		$18.9M Sell
56,305
-1,869
-3% -$606K 10.34% 2
2021
Q3 		$16.4M Buy
58,174
+69
+0.1% +$20.1K 10.04% 2
2021
Q2 		$15.7M Buy
+58,105
New +$14.8M 9.72% 2
2020
Q4 		$13.3M Sell
59,883
-255
-0.4% -$54.8K 9.32% 2
2020
Q3 		$12.6M Sell
60,138
-545
-0.9% -$114K 9.99% 2
2020
Q2 		$12.3M Buy
60,683
+482
+0.8% +$87.5K 10.55% 2
2020
Q1 		$9.49M Sell
60,201
-134
-0.2% -$22K 10.17% 2
2019
Q4 		$9.59M Buy
+60,335
New +$8.86M 8.63% 2

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Investment Advisory Services's MSFT Position: Q2 2026 in Review

Investment Advisory Services reduced its Microsoft (MSFT) stake by 1.4% in Q2 2026, selling an estimated $204K and leaving 36,139 shares worth $13.5M. The position accounts for 3.88% of the portfolio, ranked #3.

Investment Advisory Services first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $24.3M in Q2 2024. 2,143 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Investment Advisory Services held 36,139 shares of Microsoft worth $13.5M as of Q2 2026.
  • Investment Advisory Services sold 503 Microsoft shares in Q2 2026, an estimated $204K.
  • Microsoft made up 3.88% of Investment Advisory Services's portfolio in Q2 2026, its #3 holding.
  • Investment Advisory Services first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's Microsoft position peaked at $24.3M in Q2 2024.
  • 2,143 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.