Investment Planning Advisors’s Microsoft MSFT Stock Holding History

Investment Planning 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	$1.08M	Buy	2,884 +1,042	+57%	+$422K	0.25%	41
2026 Q1	$682K	Sell	1,842 -459	-20%	-$192K	0.19%	55
2025 Q4	$1.11M	Buy	2,301 +104	+5%	+$52.1K	0.32%	35
2025 Q3	$1.14M	Buy	2,197 +196	+10%	+$100K	0.36%	33
2025 Q2	$995K	Buy	2,001 +1,199	+150%	+$521K	0.35%	27
2025 Q1	$301K	Buy	+802	New	+$327K	0.12%	61
2024 Q4	–	Sell	-542	Closed	-$242K	–	65
2024 Q3	$242K	Hold	542	–	–	0.12%	56
2024 Q2	$242K	Buy	+542	New	+$229K	0.12%	56

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

Investment Planning Advisors's MSFT Position: Q2 2026 in Review

Investment Planning Advisors increased its Microsoft (MSFT) stake by 57% in Q2 2026, buying an estimated $422K and bringing the position to 2,884 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #41.

Investment Planning Advisors first reported a position in MSFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q3 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Investment Planning Advisors held 2,884 shares of Microsoft worth $1.08M as of Q2 2026.
Investment Planning Advisors bought 1,042 Microsoft shares in Q2 2026, an estimated $422K.
Microsoft made up 0.25% of Investment Planning Advisors's portfolio in Q2 2026, its #41 holding.
Investment Planning Advisors first reported a position in Microsoft in Q2 2024 and has held it in 8 quarters since.
Investment Planning Advisors's Microsoft position peaked at $1.14M in Q3 2025.
2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.